V2 Financial Group, LLC (Naperville)

Name: V2 Financial Group, LLC
Address: 1536 E Bailey Road, Naperville, IL, 60565
Telephone: 630-364-4529

V2 Financial Group, LLC is a large advisory firm based in Naperville. It manages $156.68 million of regulatory assets for 1,250 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Illinois, Michigan, and 4 other states.

V2 Financial Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as mr. vedam, principal, is a loan originator.

V2 Financial Group: assets under management

The assets under management (AUM) of V2 Financial Group, LLC is $156.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $156.68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.34 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 82% of the total AUM. The second-largest asset type is exchange traded securities, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 6% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay V2 Financial Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Venkatakrishna Sharma Vedam serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Venkatakrishna Sharma Vedam is high net worth individuals with 77 clients and $112.4 million of assets under management. Among the 10 most similar advisory firms, V2 Financial Group has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $156.68 million for 178 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

V2 Financial Group doesn't advise any private funds.

Careers at V2 Financial Group, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Venkatakrishna Sharma Vedam has been acting as President since 1 Oct 2006. Venkatram Krishnamurthy joined the executive team most recently as the Ceo/Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Venkatram Krishnamurthy	Ceo/managing member	1 Oct 2006	50% - 75%	4646821
Venkatakrishna Sharma Vedam	President/cco/managing member	1 Oct 2006	50% - 75%	5249311

Based in Naperville

The principal office where V2 Financial Group, LLC performs its advisory services is located at 1536 E Bailey Road, Naperville, IL 60565, which is also the mailing address of the firm. An additional office of the firm is in Schaumburg, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-364-4529 or by fax 630-839-6169. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at v2financialgroup.com/.