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VIRGO INVESTMENT GROUP LLC

1201 Howard Avenue
3rd Floor
Burlingame, California 94010
Tel: 650-486-1953

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About VIRGO INVESTMENT GROUP LLC

VIRGO INVESTMENT GROUP LLC, formally registered with the SEC as VIRGO INVESTMENT GROUP LLC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

VIRGO INVESTMENT GROUP LLC is a Burlingame, California based Financial Planning firm with nearly $1,295,487,801 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157297
SEC#801-74276
Assets Managed by Firm$1,295,487,801
No. of Clients18
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (INVESTMENT-RELATED FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total18$1,295,487,801

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