AS
AS

Aiylam Sankaran

38 Years of Experience
Glen Rock, NJ

Aiylam Sankaran is a registered investment advisor at V2 Financial Group, LLC, based in Glen Rock, NJ, with 38 years of industry experience. Aiylam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 198 clients with $280M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
198 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$276.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $5.0M0.50%
$5.0M - $10.0M0.25%
$10M+0.25%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Glen Rock, NJ

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
V2 Financial Group, LLC
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Sagepoint Financial, INC.
November 2010 - December 2018 · 8 yrs 1 mo
Sagepoint Financial, INC.Broker
October 2005 - December 2018 · 13 yrs 2 mos
Strategic Financial Planning
October 2004 - January 2011 · 6 yrs 3 mos
Sunamerica Securities, INC.Broker
June 1993 - October 2005 · 12 yrs 4 mos
Mony Securities CORP.Broker
September 1989 - June 1993 · 3 yrs 9 mos
The Mutual Life Insurance Company of New YorkBroker
September 1989 - October 1990 · 1 yr 1 mo
Tri-State Financial Planning AssociatesBroker
April 1987 - February 1991 · 3 yrs 10 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.