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Virtus Family Office
El Paso, Texas
Virtus Family Office is a small investment advisory firm based out of El Paso, TX, with a solid reputation for providing comprehensive wealth management solutions to high net worth individuals. With 4 dedicated professionals, including Norma Peralta Morales, one of the longest-tenured registered advisors since 2021, Virtus Family Office offers personalized investment advisory services.
Their exceptional asset management performance sets them apart from the industry, with an impressive average of $344,700,000 in assets under management per investment advisor. This figure demonstrates their expertise in navigating the complexities ...see more
Assets Under Mgmt
$344.7M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
- Other
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Reviews for Virtus Family Office
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