Overview
Assets Under Management: $185 million
Headquarters: BARRINGTON, IL
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
VIRTUE ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283438), VIRTUE ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
VIRTUE ASSET MANAGEMENT LLC is headquartered in BARRINGTON, IL.
VIRTUE ASSET MANAGEMENT LLC serves 60 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, VIRTUE ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
VIRTUE ASSET MANAGEMENT LLC manages $185 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, VIRTUE ASSET MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.74
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 238
Discretionary Accounts: 236
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 283438
Last Filing Date: 2025-02-27 00:00:00
Website: https://gscomplianceconsulting.com