Virtera Partners LLC
Virtera Partners LLC (CRD# 308187) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $346,938,593 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management347MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$6,424,789
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH
Financial Advisors at Virtera Partners LLC
1
Todd Pence (CRD# 7326522) is an Investment Advisor Representative working at Virtera Partners LLC in Pepper Pike, OH and has 1 year of experience in the finance industry.
2
Chaya Slain (CRD# 3104229) is an Investment Advisor Representative working at Virtera Partners LLC in Pepper Pike, OH and has 1 year of experience in the finance industry.
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