David
Valenti
Virtue Asset Management LLC
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About this Advisor
David Valenti is a certified financial planner based out of Barrington, Illinois with 3 years of industry experience. Valenti currently works for Virtue Asset Management LLC. Over the course of their career, Valenti has held roles at Virtue Asset Management LLC and Bank Of America Private Bank. Valenti can operate in Illinois. Virtue Asset Management LLC is a business based in Barrington, IL. The company has offices in two locations and just two financial advisors. It handles $128 million in total assets across its 164 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 164 accounts, 75% belong to high-net-worth individuals who have more than $1 million in assets. Virtue Asset Management LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice vary depending on which services are offered. Fee types charged by Virtue Asset Management LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Asset Management LLC Brokerage Details
$127,522,377
2
164
$777,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Valenti Work History
David has been registered as a financial advisor for 3 years.*
Virtue Asset Management LLC
Bank Of America Private Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Valenti 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 Virtue Asset Management LLC
Barrington, IL
Barrington, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
