VU FINANCIAL SERVICES, INC

VU FINANCIAL SERVICES, INC is an SEC-registered investment adviser (CRD 145305). Regulatory assets under management: $3.5M.

Registration

• CRD: 145305
• Type: Registered investment adviser
• Phone: 847-977-7967
• Latest filing: 2023-11-02
• Regulatory AUM: $3.5M
• Discretionary AUM: $3.5M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145305 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search