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VIRTUS FAMILY OFFICE
EL PASO, TX
915-730-3885
SEC #801-120155Total AUM
$726.9M
Employees
5Clients
155Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
500 WEST OVERLAND
SUITE 250-Q
EL PASO
TX 79901
United States
SUITE 250-Q
EL PASO
TX 79901
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
915-730-3885
Financials
Total AUM
$726.9M
Accounts
211Discretionary
$726.9M
Accounts
211Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
70AUM
$24.4M
HNW Individual Clients
74AUM
$574.7M
Pooled Vehicle Clients
2AUM
$111.9M
Corporation or Business Clients
9AUM
$15.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% NET WORTH; % BUSINESS PLANNING PROJECT
Compliance
Disclosures
None reported
State Registrations
TX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.