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 SEC-registered independent RIA structured as an LLC and founded in 2022. The firm is owner-operated and serves individual and family clients on a fee-for-assets basis. Core advisory services listed on its ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm states it is not a capital allocator and does not present itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 41Active vs passive
$47M in ETFs
73%
$34.5M
25%
$12.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $5.2M | 73,836 | 11.13% |
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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