V3LIMITED LLC

150 North Radnor Chester Road
Suite F-200
Radnor, Pennsylvania 19087
Tel: 610-989-7200

About V3LIMITED LLC

V3LIMITED LLC, formally registered with the SEC as V3LIMITED LLC. The firm was established in 12/06/2013. They have over 2 offices throughout the country.

V3LIMITED LLC is a Radnor, Pennsylvania based Financial Planning firm with nearly $147,115,571 assets under management, offering retirement planning & investment advisory services to 157 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169624
SEC#	801-78846
Assets Managed by Firm	$147,115,571
No. of Clients	157
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (DUE DILIGENCE SERVICES RELATED TO EXISTING AND PROSPECTIVE PRIVATE INVESTMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	157	$147,115,571
High net worth individuals	53	$145,186,197
Corporations or other businesses	6	$1,167,331

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