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VIRTUS FAMILY OFFICE
500 West Overland
Suite 250-Q
El Paso, Texas 79901
Tel: 915-730-3885
About VIRTUS FAMILY OFFICE
VIRTUS FAMILY OFFICE, formally registered with the SEC as VIRTUS FAMILY OFFICE. The firm was established in 01/14/2021. They have over 1 offices throughout the country.
VIRTUS FAMILY OFFICE is a El Paso, Texas based Financial Planning firm with nearly $461,968,296 assets under management, offering retirement planning & investment advisory services to 188 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298272 |
| SEC# | 801-120155 |
| Assets Managed by Firm | $461,968,296 |
| No. of Clients | 188 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (% NET WORTH; % BUSINESS PLANNING PROJECT)
Advisory Services Provided
- Financial planning services
- 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 188 | $461,968,296 |
| Individuals (other than high net worth individuals) | 74 | $24,237,195 |
| High net worth individuals | 65 | $253,110,673 |
| Corporations or other businesses | 10 | $152,529,579 |
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