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Building 2V2 FINANCIAL GROUP, LLC

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Phone630-364-4529
NotebookSEC #801-113522
Total AUM
$350.5M
Employees
5
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
630-364-4529
Other Offices
3

ReceiptFinancials

Total AUM
$350.5M
Accounts
1,036
Discretionary
$350.5M
Accounts
1,036
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$33.1M
HNW Individual Clients
119
AUM
$316.1M
Charitable Organization Clients
1
AUM
$992.7K
Corporation or Business Clients
1
AUM
$332K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILMINHNJORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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