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VIRTUS CAPITAL ADVISERS, LLC
One Financial Plaza
Hartford, Connecticut 06103
Tel: 800-248-7971
About VIRTUS CAPITAL ADVISERS, LLC
VIRTUS CAPITAL ADVISERS, LLC, formally registered with the SEC as VIRTUS CAPITAL ADVISERS, LLC. The firm was established in 02/01/1985. They have over 3 offices throughout the country.
VIRTUS CAPITAL ADVISERS, LLC is a Hartford, Connecticut based Financial Planning firm with nearly $1,445,434,513 assets under management, offering retirement planning & investment advisory services to 202 clients. The firm is staffed with 0 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107346 |
| SEC# | 801-23163 |
| Assets Managed by Firm | $1,445,434,513 |
| No. of Clients | 202 |
| No. of Advisors | 0 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (EMP OF AN AFFILIATE IS CONTRACTED W /CNBC AS HOST/GUEST PROVIDING MKT COMMENTARY;RECOMMEND STYLE MGRS;PROPOSE ASSET ALLOCATIONS)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 202 | $1,445,434,513 |
| Charitable organizations | Fewer than 5 clients | $225,018,344 |
| Corporations or other businesses | 5 | $195,798,953 |
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