VIRTERA PARTNERS LLC - Financial Advisor in Ohio, Pepper Pike

Tel: 216-859-8800 30100 Chagrin Blvd. Suite 380 Pepper Pike, Ohio 44124

About VIRTERA PARTNERS LLC

VIRTERA PARTNERS LLC is a Pepper Pike, Ohio based financial advisory firm with nearly $346,938,593 in assets under management and provides investment advisory services for 54 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

308187

Firm SEC#:

801-126022

Assets Under Management:

$346,938,593

No. of Clients:

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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