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Robert P Finley

Virtue Asset Management LLC

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About Robert P Finley

Robert Finley is a financial advisor at Virtue Asset Management LLC. Robert is a Certified Financial Planner and is registered to offer investment advisory services in Illinois and Texas. Robert's firm provides financial planning and investment management services to individuals, corporations and trusts. They also provide pension consulting services. Robert's firm manages approximately $147 million in assets.

Firm Information

Robert Finley 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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Robert Finley’s Registration & Firm History

IL

01/25/2021 - 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 Robert P Finley.
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