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VIRTUE ASSET MANAGEMENT LLC
308 W. Main Street
Barrington, Illinois 60010
Tel: 847-892-7145
About VIRTUE ASSET MANAGEMENT LLC
VIRTUE ASSET MANAGEMENT LLC, formally registered with the SEC as VIRTUE ASSET MANAGEMENT LLC. The firm was established in 03/30/2022. They have over 4 offices throughout the country.
VIRTUE ASSET MANAGEMENT LLC is a Barrington, Illinois based Financial Planning firm with nearly $127,522,377 assets under management, offering retirement planning & investment advisory services to 164 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 283438 |
| SEC# | 801-123564 |
| Assets Managed by Firm | $127,522,377 |
| No. of Clients | 164 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 164 | $127,522,377 |
| Individuals (other than high net worth individuals) | 16 | $4,155,408 |
| High net worth individuals | 48 | $115,204,143 |
| Pension and profit sharing plans | $7,147,069 | |
| Corporations or other businesses | Fewer than 5 clients | $1,015,757 |
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