Overview
Assets Under Management: $119 million
Headquarters: OLIVETTE, MO
High-Net-Worth Clients: 46
Average Client Assets: $1.3 million
Frequently Asked Questions
VIRTUS FINANCIAL GROUP 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 #317832), VIRTUS FINANCIAL GROUP is subject to fiduciary duty under federal law.
VIRTUS FINANCIAL GROUP is headquartered in OLIVETTE, MO.
VIRTUS FINANCIAL GROUP serves 46 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, VIRTUS FINANCIAL GROUP offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
VIRTUS FINANCIAL GROUP manages $119 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, VIRTUS FINANCIAL GROUP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.12%
Average Client Assets: $1.3 million
Total Client Accounts: 644
Discretionary Accounts: 190
Non-Discretionary Accounts: 454
Regulatory Filings
CRD Number: 317832
Filing ID: 2084386
Last Filing Date: 2026-04-10 10:07:39