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VIRTUS FINANCIAL PARTNERS
VIRTUS FINANCIAL PARTNERS, LLC
CRD 323365 · SEC 801-126973
AZ, United States
Phone
407-267-8445
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.5M
Discretionary AUM
$111.5M
Team
6 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 491 | $66.9M |
| High net worth individuals | 111 | $44.6M |
| Pension/profit sharing plans | 73 | $41.0M |
States served
AZ, AR, CA, CO, GA, IL, IN, KS, LA, ME, MD, MN, NE, NC, OK, PA, SC, TN, UT, VA, WI, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD