firm profile
Virtue Asset Management LLC
Overview
Virtue Asset Management LLC is an SEC registered investment adviser based in Barrington, IL, registered since 2016. It reports $211M in assets under management across 261 accounts, with 3 employees. It has 3 investment adviser representatives.
- Reported AUM
- $211M
- Discretionary
- 96%
- Accounts
- 261
- Average account
- $81K
- Employees
- 3
- Advisory reps
- 3
- Registered since
- 2016
- Jurisdictions
- 4
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Robert P Finley Managing Member CRD 6630435
Advisory reps 3 of 3
- Robert P Finley Investment Adviser Rep CRD 6630435
- Lorie Salerno Shah Investment Adviser Rep CRD 5813582
- David Allen Valenti Investment Adviser Rep CRD 7252347
Location
- Headquarters
- 308 W Main St
Barrington, IL 60010 - County
- Lake
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 4 jurisdictions
- Website: virtueam.com
Every state, with registration dates
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