Kimberly
Maichle

Virtus Fixed Income Advisers, LLC

CRD#6367698
Investment Advisor
in Atlanta, GA

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About this Advisor

Kimberly Maichle is a financial advisor based in Atlanta, Georgia, working with Virtus Fixed Income Advisers, LLC. Kimberly has previously held positions at Ridgeworth Distributors, LLC, Ridgeworth Investments, Seix Investment Advisors LLC, and Vp Distributors LLC. Kimberly has passed the Series 63 regulatory exam and is registered to provide services in Florida, Georgia, Indiana, Missouri, North Carolina, South Carolina, and Virginia. Currently, Kimberly is part of Virtus Fixed Income Advisers, LLC, which operates out of Atlanta, Georgia. 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 63, Chartered Financial Analyst

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

3333 Piedmont Road Ne Suite 1500
Atlanta, GA 30305

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Virtus Fixed Income Advisers, LLC Brokerage Details

Total Assets Under Management

$32,783,611,615

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

100

GA Average: 35
Total Number of Accounts

286

GA Average: 690
Average Account Size

$114,628,013

GA 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

Kimberly Maichle Work History

2017 - Present (7 years)

Seix Investment Advisors LLC

2017 - Present (7 years)

Vp Distributors LLC

2014 - 2017 (3 years)

Ridgeworth Distributors, LLC

1992 - 2017 (25 years)

Ridgeworth Investments

Disclosures

Please visit the SEC profile of Kimberly Maichle 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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