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Robert Bernhard Kaech Weber

VIRTUS FAMILY OFFICE, LLC·EL PASO, Texas
Unclaimed Profile
221 N KANSAS STREET, EL PASO, TX 79901CRD# 7001655Firm CRD# 298272
01

About

Robert Bernhard Kaech Weber is a registered financial advisor based in EL PASO, Texas, affiliated with VIRTUS FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
VIRTUS FAMILY OFFICE, LLC
VIRTUS FAMILY OFFICE
AUM
$462M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VIRTUS FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % NET WORTH; % BUSINESS PLANNING PROJECT
Regulatory
SEC/IARD CRD# 7001655
Firm CRD# 298272
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Bernhard Kaech Weber offer?
Robert Bernhard Kaech Weber specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EL PASO, Texas for a consultation.
What are Robert Bernhard Kaech Weber's credentials?
Robert Bernhard Kaech Weber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Bernhard Kaech Weber located?
Robert Bernhard Kaech Weber 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 Robert Bernhard Kaech Weber charge for services?
Robert Bernhard Kaech Weber'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 in EL PASO
Carol Ann Stone — PROFESSIONAL INVESTMENT COUNSEL, INCRobert Moreth — VIRTUS FAMILY OFFICE, LLCSteve Lauterbach — LAUTERBACH FINANCIAL ADVISORS, LLCStephen W. Rash — LAUTERBACH FINANCIAL ADVISORS, LLCGary Martin Borsch — PROFESSIONAL INVESTMENT COUNSEL, INC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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