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Robert P Finley

VIRTUE ASSET MANAGEMENT LLC·BARRINGTON, Illinois
Unclaimed Profile
308 W. MAIN STREET, BARRINGTON, IL 60010CRD# 6630435Firm CRD# 283438
01

About

Robert P Finley is a registered financial advisor based in BARRINGTON, Illinois, affiliated with VIRTUE ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VIRTUE ASSET MANAGEMENT LLC
VIRTUE ASSET MANAGEMENT LLC
AUM
$148M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6630435
Firm CRD# 283438
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert P Finley offer?
Robert P Finley specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BARRINGTON, Illinois for a consultation.
What are Robert P Finley's credentials?
Robert P Finley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert P Finley located?
Robert P Finley is based in BARRINGTON, Illinois, working with VIRTUE ASSET MANAGEMENT LLC. Their office serves clients in the BARRINGTON metropolitan area and surrounding communities.
How does Robert P Finley charge for services?
Robert P Finley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIRTUE ASSET MANAGEMENT LLC?
VIRTUE ASSET MANAGEMENT LLC has approximately 3 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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