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Building 2VIRTUS WEALTH SOLUTIONS

Map pinCRANFORD, NJ
Phone908-967-6360
NotebookSEC #801-130985
Total AUM
$594.9M
Employees
6
Clients
325

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
517 CENTENNIAL AVENUE
SUITE 200
CRANFORD
NJ 07016
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
908-967-6360

ReceiptFinancials

Total AUM
$594.9M
Accounts
1,050
Discretionary
$594.9M
Accounts
1,050
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
198
AUM
$78.4M
HNW Individual Clients
109
AUM
$472.3M
Pension/Profit Sharing Plan Clients
3
AUM
$5.4M
Charitable Organization Clients
2
AUM
$4.4M
Corporation or Business Clients
13
AUM
$34.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLMDNCNJNYPASCTXVA

HandshakeAffiliates

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

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