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David Allen Valenti

Virtue Asset Management LLC

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About David Allen Valenti

David Valenti is a financial advisor with Virtue Asset Management LLC. David has been a registered investment advisor since May 2020 and is registered in Illinois. David specializes in providing financial planning and portfolio management services to individuals and businesses. David also has experience in pension consulting. David holds a Certified Financial Planner designation.

Firm Information

David Valenti is currently registered with Virtue Asset Management LLC. Virtue Asset Management LLC is an investment advisory firm based in BARRINGTON, IL, with a focus on providing financial planning and portfolio management services to individuals and businesses. The firm has $147,669,382 in regulatory assets under management, primarily through discretionary accounts.
Virtue Asset Management LLC

308 W. MAIN STREET

BARRINGTON, IL 60010

$147.67M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Valenti’s Registration & Firm History

IL

05/04/2020 - Present

Virtue Asset Management LLC (BARRINGTON IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Allen Valenti.
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