|
⚲
|
| Virtus Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 323365 |
| SEC # | 801-126973 |
| CIK # | 0001526485, 0000883237 |
| AUM | $112.9 M (2025-02-20) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 407-267-8445 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 491 | 37.2 |
| (b) Individuals (high net worth individuals) | 111 | 42.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 69 | 33.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,591 | 112.9 |
| By Discretionary | ||
| Discretionary | 1,524 | 83.2 |
| Non-Discretionary | 67 | 29.7 |
| Total | 1,591 | 112.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.9 | |
| Total | 1,591 | 112.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0000883237] | |
| 10-Q | [0000883237] | |
| 3 | [0000883237] | |
| 4 | [0000883237] | |
| 5 | [0000883237] | |
| 8-K | [0000883237] | |
| SC 13G | [0000883237] | |
| 4 | [0001526485] |
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|---|---|---|
|
Wealthmark LLC
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|
WA | 0.1 |
|
44 North Capital LLC
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|
VT | 0.1 |
|
Regal Advisory Services Inc
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IL | 0.1 |
|
Arete Wealth Strategists LLC
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|
0.1 | |
|
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|
FL | 0.1 |
|
Whitwell & Co LLC
✚
|
0.1 | |
|
Derive Wealth LLC
✚
|
CA | 0.1 |
|
Wallick Investments LLC
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|
SC | 0.1 |
|
Peterson Financial Services LLC
✚
|
CO | 0.1 |
|
Strategic Portfolio Solutions LLC
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|
TX | 0.1 |