V2 Financial Group, LLC
● SEC registered since 2018CRD 142189SEC# 801-113522
Reg. AUM
$350.5M
Employees
5
Accounts
1,036
Location
—
V2 Financial Group, LLC assets under management
V2 Financial Group, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $350.5 million in regulatory assets under management and employs 5 people.
V2 Financial Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Sharmila Vedam | Office Manager | 10-25% | 2023 |
| Venkatakrishna Sharma Vedam Control | Principal/Managing Member | 25-50% | 2006 |
| Venkatram Krishnamurthy Control | Principal/Managing Member And Cco As Of 02/2019 | 25-50% | 2006 |
Frequently asked questions
How much does V2 Financial Group, LLC manage?
V2 Financial Group, LLC reports $350.5 million in regulatory assets under management on its Form ADV.
How many employees does V2 Financial Group, LLC have?
V2 Financial Group, LLC reports 5 employees.
Does V2 Financial Group, LLC disclose fund performance?
V2 Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 630-364-4529 |
| Fax | 630-839-6169 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$350.5M▲ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$350.5Mregulatory AUM
Discretionary $350.5M