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VIRTERA PARTNERS LLC

Tel: 216-859-8800
30100 Chagrin Blvd.
Suite 380
Pepper Pike, Ohio  44124

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VIRTERA PARTNERS LLC

VIRTERA PARTNERS LLC is a Pepper Pike, Ohio based financial advisory firm with nearly $346,938,593 in assets under management and provides investment advisory services for 54 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Firm CRD#:

308187

SEC#:

801-126022

No. of Clients:

54

Assets under Management

$346,938,593

No. of Advisors:

4

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