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Building 2VIRTUE ASSET MANAGEMENT LLC

Map pinBARRINGTON, IL
Phone847-892-7145
NotebookSEC #801-123564
Total AUM
$211.4M
Employees
3
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
308 W. MAIN STREET
BARRINGTON
IL 60010
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
847-892-7145
Other Offices
3

ReceiptFinancials

Total AUM
$211.4M
Accounts
261
Discretionary
$202.7M
Accounts
259
Non-Discretionary
$8.7M
Accounts
2

ContactClients

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Individual Clients
20
AUM
$3.9M
HNW Individual Clients
77
AUM
$198.9M
Pension/Profit Sharing Plan Clients
1
AUM
$8.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILNETXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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