VIRTUS FAMILY OFFICE, LLC

VIRTUS FAMILY OFFICE
EL PASO, Texas·8 registered advisors·CRD# 298272
SEC# 801-1201550915-730-3885
01

Firm Overview

AUM
$462M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: % NET WORTH; % BUSINESS PLANNING PROJECT
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at VIRTUS FAMILY OFFICE, LLC

8 registered advisors
David Weingarten
EL PASO, Texas
Federico Jose Lechuga Dominguez
EL PASO, Texas
Fiona Moira Kaech
EL PASO, Texas
Jurg Zimmermann
EL PASO, Texas
Liam Sebastian Kaech
EL PASO, Texas
Norma Angelica Peralta Morales
EL PASO, Texas
Robert Bernhard Kaech Weber
EL PASO, Texas
Robert Moreth
EL PASO, Texas
05

Office Locations

EL PASO, Texas
8 advisors

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Data sourced from SEC Form ADV filings. VIRTUS FAMILY OFFICE, LLC (CRD# 298272) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.