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Building 2VIRTUS FINANCIAL GROUP

Map pinOLIVETTE, MO
Phone(314) 395-6133
NotebookSEC #801-135870
Total AUM
$119.4M
Employees
14
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9378 OLIVE BLVD
SUITE 102
OLIVETTE
MO 63132
United States
Operating Hours
MON - THURS: 8:00 TO 4:00 (CT), FRI: 8:30 TO 12:00 (CT)
Monday - Friday
Phone
(314) 395-6133
Other Offices
2

ReceiptFinancials

Total AUM
$119.4M
Accounts
644
Discretionary
$44.4M
Accounts
190
Non-Discretionary
$75M
Accounts
454

ContactClients

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Individual Clients
184
AUM
$58.4M
HNW Individual Clients
46
AUM
$61M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILLAMOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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