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Todd David Pence

VIRTERA PARTNERS LLC·PEPPER PIKE, Ohio
Clean record5 years registeredVIRTERA PARTNERS LLC
30100 CHAGRIN BLVD., PEPPER PIKE, OH 44124CRD# 7326522Firm CRD# 308187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd David Pence · PEPPER PIKE, OH
Registration
CRD #7326522 · VIRTERA PARTNERS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

VIRTERA PARTNERS LLC
Feb 2021 – present
02

Registrations & Exams

Registration record
First registered · February 23, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VIRTERA PARTNERS LLC
CRD 308187 · SEC 801-126022
AUM
$347M
Regulatory assets under management
Employees
4
54 client accounts
Services offered by VIRTERA PARTNERS LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at VIRTERA PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Todd David Pence offer?
Todd David Pence specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are Todd David Pence's credentials?
Todd David Pence is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd David Pence located?
Todd David Pence is based in PEPPER PIKE, Ohio, working with VIRTERA PARTNERS LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does Todd David Pence charge for services?
Todd David Pence's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIRTERA PARTNERS LLC?
VIRTERA PARTNERS LLC has approximately 4 employees and manages $347M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIRTERA PARTNERS LLC

Chaya F Slain
PEPPER PIKE, OH

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