Julie
Vinar

Virtus Fixed Income Advisers, LLC

CRD#6121147
Investment Advisor
in Hartford, CT

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About this Advisor

Julie Vinar is a financial advisor based in Hartford, Connecticut, working with Virtus Fixed Income Advisers, LLC. Julie has previously held positions at Seix Investment Advisors LLC, Ridgeworth Distributors, LLC, and Vp Distributors LLC. Julie has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Julie is part of Virtus Fixed Income Advisers, LLC, which operates out of Hartford, Connecticut. The firm has 6 offices and 100 employees. The firm manages assets totaling $32.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Virtus Fixed Income Advisers, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

One Financial Plaza
Hartford, CT 06103

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Virtus Fixed Income Advisers, LLC Brokerage Details

Total Assets Under Management

$32,783,611,615

CT Average: $5,297,377,271
Total Number of Employees

100

CT Average: 35
Total Number of Accounts

286

CT Average: 690
Average Account Size

$114,628,013

CT Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Julie Vinar Work History

2017 - Present (8 years)

Vp Distributors LLC

2004 - Present (21 years)

Seix Investment Advisors LLC

2012 - 2017 (5 years)

Ridgeworth Distributors, LLC

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Disclosures

Please visit the SEC profile of Julie Vinar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Virtus Fixed Income Advisers, LLC

Robert Spada
Manchester, CT
Julie Vinar
Hartford, CT
Michael Sebesta
Hartford, CT
Michelle Gallo
Hartford, CT
Kimberly Maichle
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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