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 $185,378,063 assets under management, offering retirement planning & investment advisory services to 238 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283438
SEC#	801-123564
Assets Managed by Firm	$185,378,063
No. of Clients	238
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	238	$185,378,063
Individuals (other than high net worth individuals)	23	$6,873,909
High net worth individuals	60	$168,207,241
Pension and profit sharing plans	Fewer than 5 clients	$9,033,669
Corporations or other businesses	Fewer than 5 clients	$1,263,244

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ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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