Glen Rock, NJ Office

Updated today

V2 Financial Group, LLC

Supported

Firm-wide stats for V2 Financial Group, LLC

Total advisors

Across 2 offices

Clients per advisor

51 Typical

Avg AUM per client

$1,703,290 Very High

HNW client ratio

58% Very High

About

V2 Financial Group, LLC provides discretionary asset management and financial planning to individuals and small businesses, delivering personalized portfolios that include stocks, bonds, mutual funds, and exchange-traded funds. The firm reports managing roughly $350 million in client assets and provides ongoing monitoring, reporting, and periodic rebalancing for its client accounts.

The firm's investment approach is grounded in modern portfolio theory and informed by macroeconomic and behavioral analysis, combining long-term strategic allocations with tactical shifts driven by fundamental and technical research. V2 discloses occasional use of options and related derivatives within separately managed accounts as a tactical tool, while stating it does not employ naked option strategies.

Noteworthy among peers, V2 offers performance-based fee arrangements to qualified clients (subject to net-worth or account-size thresholds) and describes controls for side-by-side management, including senior officer account reviews and allocation policies to address conflicts of interest. A principal is also a licensed loan originator and operates an affiliated consulting business that may receive commissions or fees for loan origination and other consulting services, disclosures the firm includes in its brochure.

Based on V2 Financial Group, LLC

Expertise

Active portfolio management Options & derivatives strategies

Based on V2 Financial Group, LLC

Location

Glen Rock NJ

Advisors at this office

Aiylam S

Series 63, Series 65

Glen Rock, NJ

V2 Financial Group, LLC

Aiylam Sankaran is a financial advisor at V2 Financial Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at V2 Financial Group since 2018, following a nine-year tenure at Sagepoint Financial, Inc. V2 Financial Group provides discretionary asset management and financial planning services to individuals and small businesses, managing approximately $350 million in client assets. The firm employs an investment approach based on modern portfolio theory, combining long-term strategic allocations with tactical shifts informed by fundamental and technical research.

Active portfolio management Options & derivatives strategies

View complete list of advisors at this office

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support