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, owner-operated registered investment adviser focused on fee-based relationships with individuals and families. The firm is registered with the SEC (registered in 2022) and charges clients a percentage-of-AUM advisory fee. Its core advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. Virtue is not structured as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$59.1M in ETFs
76%
$45.1M
23%
$13.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $6.1M | 73,836 | 10.38% |
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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