Virtue Asset Management LLC
Firm details
- Headquarters
- Barrington, Illinois
- CRD number
- 283438
- Registered since
- March 30, 2022
- Website
- virtueam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.06%
- Pension & Profit Sharing Plans4.1%
- Individuals1.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Virtue Asset Management LLC is an independent registered investment adviser organized as an LLC and established in 2022. The firm is owner-operated and concentrates on serving individual and family clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Virtue is not positioned as a multi-state or ESG-focused adviser and does not act as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds24%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 3
Lorie Shah
Director of Client Relationship ManagementCRD 5813582
David Valenti
Managing DirectorCRD 7252347
Robert Finley
Portfolio ManagerCRD 6630435
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$59.2M in ETFs
76%
$45.2M
23%
$14M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $6.1M | 73,836 | 10.22% |
Location
Barrington, IL
Lake
Location
Barrington, IL
Headquartered in Barrington, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 308 W Main St
- Time zone
- CT (UTC-6)
- Office locations
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