Overview
Assets Under Management: $462 million
Headquarters: EL PASO, TX
High-Net-Worth Clients: 68
Average Client Assets: $7 million
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