$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-2008
- Office Locations
- 1
Office Locations
-- Glenview IL
About VU Financial Services, INC
VU Financial Services, INC is a Glenview-based RIA. The firm has been operating for 18 years. Managing $3.5M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$218.7K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
No owner records available.
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Unlock allContacts
J
JOSEPH D VU
Investment Advisor
- CRD
- #5448361
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,499,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,499,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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