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, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and charges fees based on a percentage of assets under management. Its stated advisory activities include financial planning and portfolio management for individuals and small businesses, and it lists pension consulting among its advisory services. Virtue does not identify as an active ESG investor.
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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