Overview
Assets Under Management: $482 million
Headquarters: CRANFORD, NJ
High-Net-Worth Clients: 101
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.78
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,021
Discretionary Accounts: 1,021
Regulatory Filings
CRD Number: 332536
Last Filing Date: 2024-12-26 00:00:00
Website: https://virtuswealthsolutions.com