# VU FINANCIAL SERVICES, INC

VU FINANCIAL SERVICES, INC is an SEC-registered investment adviser.

## Registration

- CRD: 145305
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145305/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145305/similar
- Related entities: https://search.stillhousedata.com/firm/145305/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145305

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.