This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-29-2007
- Office Locations
- 3
Office Locations
About V2 Financial Group, LLC
V2 Financial Group is an independent, fee-based RIA providing investment advice and wealth management with a holistic planning approach toward financial independence. The team builds risk-based, customized portfolios using a disciplined, research-informed investment model and fiduciary, no-commission structure. They also use derivatives to hedge risk and supplement income where appropriate.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VENKATRAM KRISHNAMURTHY
Broker
- CRD
- #4646821
- Ownership
- 25% but less than 50%
VENKATAKRISHNA SHARMA VEDAM
Broker, Managing Member, PRINCIPAL
- CRD
- #5249311
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
PRAKHAR BANSAL
--
- CRD
- #8140292
AIYLAM PARAMESWARAN SANKARAN
Financial Advisor
- CRD
- #1635086
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $350,499,290 | $338,320 |
| Non-Discretionary | $0 | -- |
| Total | $350,499,290 | $338,320 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing