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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-15-2016
- Office Locations
- 1
Office Locations
About Virtue Asset Management LLC
Virtue Asset Management is a boutique, SEC-registered, fee-only RIA in the Chicago area serving high-net-worth families with integrated investment management and financial planning. Portfolios are built around client goals and risk tolerance, with ongoing monitoring/rebalancing and tax-efficient implementation coordinated with outside tax and legal pros. Uses diversified allocations including ETFs/public funds, and is intentionally capacity-limited for high-touch service; custody commonly at Schwab.
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Owner & Executives
ROBERT P FINLEY
Chief Compliance Officer, Managing Member
- CRD
- #6630435
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LORIE SALERNO SHAH
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- CRD
- #5813582
DAVID ALLEN VALENTI
Managing Director
- CRD
- #7252347
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,748,114 | $782,811 |
| Non-Discretionary | $8,668,914 | $4,334,457 |
| Total | $211,417,028 | $810,027 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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