VIRTERA PARTNERS LLC

PEPPER PIKE, Ohio·10 registered advisors·CRD# 308187
SEC# 801-1260220216-859-8800
01

Firm Overview

AUM
$347M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
10
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at VIRTERA PARTNERS LLC

10 registered advisors
Albert Arthur Garceau
PEPPER PIKE, Ohio
Chaya F Slain
PEPPER PIKE, Ohio
Frederick Neil Widen
PEPPER PIKE, Ohio
Joel David Adelman
PEPPER PIKE, Ohio
Keith Neil Israelstam
PEPPER PIKE, Ohio
Michael Druskinsky
PEPPER PIKE, Ohio
Michael George Turk
PEPPER PIKE, Ohio
Sheldon Gary Adelman
PEPPER PIKE, Ohio
Todd David Pence
PEPPER PIKE, Ohio
Yoel Yitzchak Mayerfeld
PEPPER PIKE, Ohio
05

Office Locations

PEPPER PIKE, Ohio
10 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. VIRTERA PARTNERS LLC (CRD# 308187) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.