V
$152.5M Total AUM
$111.5M Disc. AUM
-- 3Y CAGR
6 Employees
675 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-30-2022
- Office Locations
- 1
Office Locations
-- Winter Park FL
About Virtus Financial Partners
Virtus Financial Partners is a Winter Park-based RIA. The firm has been operating for 3 years. Managing $152.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
42 AVG AGE
$50.8M AVG AUM / ADVISOR
$226.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
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Owner & Executives
STANLEY Porter STEWART
Chief Compliance Officer, PRINCIPAL
- CRD
- #5652237
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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BRADFORD JOHN COMBES
Financial Advisor
- CRD
- #5212463
Available
Available
Available
A
ALLAN JOHN STEVENSON
--
- CRD
- #7242005
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,539,728 | $61,488 |
| Non-Discretionary | $40,990,404 | $561,512 |
| Total | $152,530,132 | $80,832 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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