Joseph Vu is a CFA-designated registered investment advisor at Vu Financial Services, INC, based in Glenview, IL, with 18 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $3.5M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Glenview, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph is a full-time Associate Professor of Finance at DePaul University since 1988, spending about half his time teaching and doing research. He also teaches CFA review classes at Becker, dedicating a few hours per week.
Employment History
Current Registrations
Vu Financial Services, INC
State Registrations1 state
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Exams
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