Overview
Assets Under Management: $462 million
Headquarters: EL PASO, TX
High-Net-Worth Clients: 68
Average Client Assets: $7 million
Frequently Asked Questions
VIRTUS FAMILY OFFICE, 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 #298272), VIRTUS FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
VIRTUS FAMILY OFFICE, LLC is headquartered in EL PASO, TX.
VIRTUS FAMILY OFFICE, LLC serves 68 high-net-worth clients according to their SEC filing dated May 14, 2024. View client details ↓
According to their SEC Form ADV, VIRTUS FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
VIRTUS FAMILY OFFICE, LLC manages $462 million in client assets according to their SEC filing dated May 14, 2024.
According to their SEC Form ADV, VIRTUS FAMILY OFFICE, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.46
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 298272
Last Filing Date: 2024-05-14 00:00:00
Website: https://virtus-usa.com