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David Allen Valenti

Virtue Asset Management LLC

Barrington, IL

CRD 7252347

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Employer firm

Virtue Asset Management LLC CRD 283438

$211M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Virtue Asset Management Llc

308 W. Main Street, Barrington, IL 60010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-05-04
  • IL RA
    APPROVED
    Since 2020-05-04

Branch Locations

308 W. Main Street, Barrington, IL 60010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Virtue Asset Management Llc Barrington IL 05/2020 Present
Bank Of America Private Bank Chicago IL 03/1990 05/2020
Other Businesses

Licensed Attorney:State of Illinois Non Practicing No Compensation

Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERIT FINANCIAL ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
PATRICK M. SWEENEY & ASSOCIATES, INC

Nearby Investors

GARLAND BRENT KIZER
FRANCESCO PAUL VITALE
PAUL JOSEPH DONATO

Nearby Offices

MERIT FINANCIAL ADVISORS · Barrington, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Barrington, IL
PATRICK M. SWEENEY & ASSOCIATES, INC · Barrington, IL

More in Barrington, IL

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