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Building 2VIRTUS FINANCIAL PARTNERS

Map pin
Phone407-267-8445
NotebookSEC #801-126973
Total AUM
$152.5M
Employees
6
Clients
675

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 5:00
Monday - Friday
Phone
407-267-8445

ReceiptFinancials

Total AUM
$152.5M
Accounts
1,887
Discretionary
$111.5M
Accounts
1,814
Non-Discretionary
$41M
Accounts
73

ContactClients

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Individual Clients
491
AUM
$66.9M
HNW Individual Clients
111
AUM
$44.6M
Pension/Profit Sharing Plan Clients
73
AUM
$41M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAILINKSLAMDMEMNMONCNEOKPASCTNTXUTVAWI

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

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