VIRTUS FINANCIAL PARTNERS
VIRTUS FINANCIAL PARTNERS, LLC Legal Name
Adviser information for VIRTUS FINANCIAL PARTNERS last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 3 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,260 | $50.8M |
Non-Discretionary | 122 | $26.8M |
Total | 1,382 | $77.6M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 305 | $36.5M |
HNW Individuals | 22 | $17.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 75 | $24.1M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
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No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-126973 |
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SEC ERA File Number | 801-126973 |
SEC CIK Numbers | None |
SEC CRD Numbers | 323365 |
Legal Entity Identifier | None |
Principal Office
130 W LAKE SUE AVEWINTER PARK
FL
United States
Monday - Friday, 9:00 - 5:00
Tel: 4072678445, Fax: None
Chief Compliance Officer
STAN STEWART
FOUNDING PARTNER
130 W LAKE SUE AVE
WINTER PARK
FL
United States
Tel:
407-267-8445
S*******@***********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
STEWART, STANLEY, P | Individual | – | PRINCIPAL AND CCO | 10/2022 | > 75% |