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Liam Sebastian Kaech

VIRTUS FAMILY OFFICE, LLC·EL PASO, Texas
SIE, Series 6TOClean recordVIRTUS FAMILY OFFICE, LLC
221 N KANSAS STREET, EL PASO, TX 79901CRD# 7159925Firm CRD# 298272

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Liam Sebastian Kaech · EL PASO, TX
Registration
CRD #7159925 · VIRTUS FAMILY OFFICE, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
VIRTUS FAMILY OFFICE, LLC
CRD 298272 · SEC 801-120155
AUM
$462M
Regulatory assets under management
Employees
4
188 client accounts
Services offered by VIRTUS FAMILY OFFICE, LLC
Per Form ADV
Financial planning
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
High Net Worth Individuals
View all advisors at VIRTUS FAMILY OFFICE, LLC →
Introduction

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Frequently Asked Questions

What services does Liam Sebastian Kaech offer?
Liam Sebastian Kaech specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EL PASO, Texas for a consultation.
What are Liam Sebastian Kaech's credentials?
Liam Sebastian Kaech is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Liam Sebastian Kaech located?
Liam Sebastian Kaech is based in EL PASO, Texas, working with VIRTUS FAMILY OFFICE, LLC. Their office serves clients in the EL PASO metropolitan area and surrounding communities.
How does Liam Sebastian Kaech charge for services?
Liam Sebastian Kaech's firm is compensated through percentage of aum, subscription fees, other: % net worth; % business planning project. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIRTUS FAMILY OFFICE, LLC?
VIRTUS FAMILY OFFICE, LLC has approximately 4 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIRTUS FAMILY OFFICE, LLC

Norma Angelica Peralta Morales
EL PASO, TX
David Weingarten
EL PASO, TX

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