Robert P. Finley
VIRTUE ASSET MANAGEMENT
Barrington, IL 60010
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CRD#: 6630435
Professional summary
Robert P Finley, CFP® is a registered financial advisor currently at VIRTUE ASSET MANAGEMENT LLC located in Barrington, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 1 firm .
Core Areas of Focus
Corporate Executives
Divorce Planning
Estate & Generational Planning Issues
High Net Worth Client Needs
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Estate Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert P Finley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2006
Experience
Current
April 15, 2016 - Present
VIRTUE ASSET MANAGEMENT LLC
Office #1: 308 W. Main Street, Barrington, IL 60010RIA
CRD#: 283438
Barrington, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VIRTUE ASSET MANAGEMENT LLC
VIRTUE ASSET MANAGEMENT LLC | VIRTUE ASSET MANAGEMENT, LLC
CRD#: 283438 / SEC#: 801-123564
RIA
Registered Investment Advisory firm - (3/30/2022 Approved)Illinois
Registered Investment Advisory firm - (3/31/2022 Terminated)Texas
Registered Investment Advisory firm - (3/31/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (3/31/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/15/2016)
IAR
Texas(1/26/2021)
Exams
Current Firm
VIRTUE ASSET MANAGEMENT LLC
VIRTUE ASSET MANAGEMENT LLC | VIRTUE ASSET MANAGEMENT, LLC
CRD#: 283438 / SEC#: 801-123564
RIA
Registered Investment Advisory firm - (3/30/2022 Approved)Illinois
Registered Investment Advisory firm - (3/31/2022 Terminated)Texas
Registered Investment Advisory firm - (3/31/2022 Terminated)Wisconsin
Registered Investment Advisory firm - (3/31/2022 Terminated)PREMIUM
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Contact information
Main Address
308 W. Main Street, Barrington, IL 60010
Mailing Address
Phone number
(847) 892-7145
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 261 |
| AUM (Assets Under Management) | $ 211,417,028 |
Red Flags
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Company Information
VIRTUE ASSET MANAGEMENT LLC
CRD#: 283438Barrington, IL 60010TRUST BUT VERIFY
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