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advised by V•••• FINANCIAL ADVISORS, LLC
Indiana, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Oct 14, 2020 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | NATIONAL FINANCIAL SERVICES LLC | Boston | Massachusetts | United States | no | 8-26740 |
| $27,211 |
| 15 |
| $100,000 |
| 0.0% |
| no |
| V•••• H•••• F••• P••••••• I• L•• |
| Oct 1, 2020 | $27,211 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Jul 6, 2020 | $27,211 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Jun 8, 2020 | $27,211 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 23, 2020 | $27,211 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Dec 1, 2019 | $144,118 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Nov 18, 2019 | $144,118 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Sep 2, 2019 | $144,118 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 25, 2019 | $144,118 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Jan 7, 2019 | $241,325 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Jul 23, 2018 | $241,325 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 19, 2018 | $241,325 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Sep 12, 2017 | $349,565 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 16, 2017 | $349,565 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Nov 1, 2016 | $438,096 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Oct 26, 2016 | $438,096 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 24, 2016 | $438,096 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Oct 2, 2015 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Aug 4, 2015 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Jul 14, 2015 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 25, 2015 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Aug 7, 2014 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Aug 5, 2014 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 31, 2014 | $870,072 | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Jul 2, 2013 | $1.2M | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Apr 12, 2013 | $1.2M | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 27, 2013 | $1.2M | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |
| Mar 30, 2012 | $1.2M | 15 | $100,000 | 0.0% | no | V•••• H•••• F••• P••••••• I• L•• |