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VIRTERA PARTNERS LLC
VIRTERA PARTNERS LLC
PEPPER PIKE, Ohio
·
2 registered advisors
·
CRD# 308187
SEC# 801-126022
0
216-859-8800
01
Firm Overview
AUM
$347M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
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 Management
Retirement Planning
Wealth Management
04
Advisors at VIRTERA PARTNERS LLC
2 registered advisors
Chaya F Slain
PEPPER PIKE, Ohio
CRD# 3104229
Todd David Pence
PEPPER PIKE, Ohio
CRD# 7326522
05
Office Locations
PEPPER PIKE, Ohio
2 advisors
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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
.