Timothy
Paulson

Virtus Investment Advisers, Inc

CRD#5469169
Investment Advisor
in New York, NY

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About this Advisor

Timothy Paulson is a financial advisor based in New York, New York, working with Virtus Investment Advisers, Inc. Timothy has previously held positions at Allianz Global Investors Distributors LLC, Allianz Global Investors U.S. LLC, Virtus Investment Partners, and Vp Distributors LLC. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Timothy is part of Virtus Investment Advisers, Inc, which operates out of New York, New York. The firm has 2 offices and 8 employees. The firm manages assets totaling $47.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Virtus Investment Advisers, Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

31 West 52Nd Street 16Th Floor
New York, NY 10019

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Virtus Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$47,757,397,830

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

8

NY Average: 35
Total Number of Accounts

82

NY Average: 690
Average Account Size

$582,407,291

NY Average: $7,677,358

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Timothy Paulson Work History

2021 - Present (3 years)

Virtus Investment Partners

2021 - Present (3 years)

Vp Distributors LLC

2013 - 2020 (7 years)

Allianz Global Investors U.S. LLC

2010 - 2020 (10 years)

Allianz Global Investors Distributors LLC

Disclosures

Please visit the SEC profile of Timothy Paulson 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 Investment Advisers, Inc

Lijo John
Huntington Valley, PA
Nicholas Butler
Hartford, CT
Marcia Pereira
Hartford, CT
Edward Kushma
Hartford, CT
Francis Edsall
Oceanside, CA
John Crocevera
Hartford, CT
John Cook
Atlanta, GA
Joseph Maccone
New York, NY

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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