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Robert P Finley

VIRTUE ASSET MANAGEMENT LLC·BARRINGTON, Illinois
Clean record10 years registeredVIRTUE ASSET MANAGEMENT LLC
308 W. MAIN STREET, BARRINGTON, IL 60010CRD# 6630435Firm CRD# 283438

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert P Finley · BARRINGTON, IL
Registration
CRD #6630435 · VIRTUE ASSET MANAGEMENT LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

VIRTUE ASSET MANAGEMENT LLC
Apr 2016 – present
02

Registrations & Exams

Registration record
First registered · April 15, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIRTUE ASSET MANAGEMENT LLC
CRD 283438 · SEC 801-123564
AUM
$148M
Regulatory assets under management
Employees
3
186 client accounts
Services offered by VIRTUE ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VIRTUE ASSET MANAGEMENT LLC →
Introduction

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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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