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VIRTUS ADVISERS, LLC
One Financial Plaza
Hartford, Connecticut 06103
Tel: 800-248-7971
About VIRTUS ADVISERS, LLC
VIRTUS ADVISERS, LLC, formally registered with the SEC as VIRTUS ADVISERS, LLC. The firm was established in 10/23/2013. They have over 2 offices throughout the country.
VIRTUS ADVISERS, LLC is a Hartford, Connecticut based Financial Planning firm with nearly $567,136,304 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168955 |
| SEC# | 801-78585 |
| Assets Managed by Firm | $567,136,304 |
| No. of Clients | 10 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT ADVISORY SERVICES FOR 529 PLAN)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $567,136,304 |
| Corporations or other businesses | Fewer than 5 clients | $10,256,214 |
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