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Virtus Financial Partners, LLC

● SEC registered since 2022CRD 323365SEC# 801-126973
Export (members)
Reg. AUM
$112.9M
Employees
6
Accounts
1,591
Location
—

Virtus Financial Partners, LLC assets under management

Virtus Financial Partners, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $112.9 million in regulatory assets under management and employs 6 people.
www.facebook.com/virtusfinancialView on SEC.gov ↗

Virtus Financial Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stanley P Stewart ControlPrincipal And CcoOver 75%2022

Frequently asked questions

How much does Virtus Financial Partners, LLC manage?

Virtus Financial Partners, LLC reports $112.9 million in regulatory assets under management on its Form ADV.

How many employees does Virtus Financial Partners, LLC have?

Virtus Financial Partners, LLC reports 6 employees.

Does Virtus Financial Partners, LLC disclose fund performance?

Virtus Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone407-267-8445
Office hours9:00 - 5:00
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$83.2M
Non-discretionary$29.7M
Total (RAUM)$112.9M