Lijo
John

Virtus Investment Advisers, Inc

CRD#4958958
Investment Advisor
in Huntington Valley, PA

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About this Advisor

Lijo John is a financial advisor based in Huntington Valley, Pennsylvania, working with Virtus Investment Advisers, Inc. Lijo has previously held positions at Virtus Investment Partners and Vp Distributors LLC. Lijo has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Lijo is part of Virtus Investment Advisers, Inc, which operates out of Huntington Valley, Pennsylvania. 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

Huntington Valley, PA

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Virtus Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$47,757,397,830

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

8

PA Average: 35
Total Number of Accounts

82

PA Average: 690
Average Account Size

$582,407,291

PA Average: $7,677,358

Investment Advisory Services

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

Lijo John Work History

2014 - Present (10 years)

Virtus Investment Partners

2014 - Present (10 years)

Vp Distributors LLC

Disclosures

Please visit the SEC profile of Lijo John 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

John Cook
Atlanta, GA
Edward Kushma
Hartford, CT
Kevin Kloski
Hartford, CT
Jacob Mccabe
Hartford, CT
Kennisha Flewellen
Hartford, CT
John Crocevera
Hartford, CT
Nicholas Butler
Hartford, CT
Francis Edsall
Oceanside, CA

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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