VIRTUS FAMILY OFFICE - Financial Advisor in Texas, El Paso

Tel: 915-730-3885 500 West Overland Suite 250-Q El Paso, Texas 79901

About VIRTUS FAMILY OFFICE

VIRTUS FAMILY OFFICE is a El Paso, Texas based financial advisory firm with nearly $461,968,296 in assets under management and provides investment advisory services for 188 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

298272

Firm SEC#:

801-120155

Assets Under Management:

$461,968,296

No. of Clients:

188

No. of Advisors:

Advisory Services Provided:

Financial planning services
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, Other (% NET WORTH; % BUSINESS PLANNING PROJECT)

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