Virtue Asset Management LLC

Virtue Asset Management LLC (CRD# 283438) is a financial advisory firm headquartered in Barrington, IL. They manage $147,669,382 in 186 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
308 W. Main Street, Barrington, IL 60010
https://www.facebook.com/virtueassetmanagement/
By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    186
    ACCOUNTS
  • Average Account Value
    $793,921
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, NE, TX, WI

Financial Advisors at Virtue Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Finley, financial advisor Barrington IL
Robert P. Finley
CRD#: 6630435
308 W. Main Street, Barrington, IL 60010

Robert Finley (CRD# 6630435) is a Fee-Only Financial Advisor in Barrington and Chicago, Illinois. Robert is a CFA® charterholder and a Certified Financial Planner™ certificant with over 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager in Chicago. Robert has been featured in Barron's, USA Today, US News, MarketWatch, NerdWallet and Fund Intelligence.

Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.

 

He launched Virtue Asset Management, a fee-only independent asset management company that acts as a fiduciary, in 2016. Virtue Asset Management is a multi-family office that focuses on high net worth families. As a fee-only financial advisor the family office will not accept any referral fees or compensation contingent upon the purchase or sale of a financial product while providing investment and financial planning advice. Virtue Asset Management has offices in Barrington and Chicago, Illinois.

 

In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Barrington Area Chamber of Commerce and the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

Contact Us to schedule your free financial plan.

2
David Valenti, financial advisor Barrington IL
David A. Valenti
CRD#: 7252347
308 W. Main Street, Barrington, IL 60010

David Valenti (CRD# 7252347) is an Investment Advisor Representative working at Virtue Asset Management LLC in Barrington, IL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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