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Virtus Financial Group

EST. AUM
$119,364,407

CONTACTS

CLIENT ACCOUNTS
644

Firm Details

Metro area St. Louis
CRD Number 317832
Website virtusfg.com
Client types

Overview

Virtus Financial Group is an independent wealth management and advisory firm that delivers personalized planning via its proprietary framework, The Virtus Effect™. The firm’s investment approach is characterized by a "reality-based" philosophy, which involves taking a comprehensive inventory of a client's current financial state to design a roadmap for long-term "freedom". Their strategy emphasizes clarity and discipline, specifically targeting high-net-worth individuals and families with complex financial lives, including retirees, executives, and business owners. As an independent Registered Investment Advisor (RIA), the firm operates outside the traditional "wirehouse" model, allowing it to offer a broad universe of cost-efficient funds and equities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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