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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2022
- Office Locations
- 3
Office Locations
About Virtus Financial Group
Virtus Financial Group is an independent RIA focused on retirement planning, building predictable income strategies alongside customized, cost-efficient portfolios using a broad mix of funds, equities, and ETFs. The team integrates tax planning (supported by an in-house CPA), coordinates with estate attorneys, and helps clients navigate Medicare and long-term care decisions.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Andrew Mitchell Hall
Chief Compliance Officer, Managing Member, President
- CRD
- #6835101
- Ownership
- 50% but less than 75%
TYLER JAMES PAUL WREZINSKI
Co-founder, Director, Managing Member
- CRD
- #6301983
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kerri Marie Elson
--
- CRD
- #8133912
GREGORY RONALD FAHRENKRUG
--
- CRD
- #7842609
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,405,017 | $233,711 |
| Non-Discretionary | $74,959,390 | $165,109 |
| Total | $119,364,407 | $185,348 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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