Norma
Peralta Morales
Virtus Family Office
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About this Advisor
Norma Peralta Morales is a financial advisor based in El Paso, Texas, working with Virtus Family Office. Norma has previously held positions at Virtus Family Office LLC, Virtus Family Office S.A. De C.V. Asesor En Inversiones Independ, Btg Pactual, Dirección General De Administración Y Desarrollo De Personal, Oficialia Mayor Del Distrito Federal, and Instituto Tecnologico Autonomo De Mexico. Norma has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Norma is part of Virtus Family Office, which operates out of El Paso, Texas. The firm has 4 employees and manages assets totaling $462.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Virtus Family Office includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Virtus Family Office Brokerage Details
$461,968,296
4
188
$2,457,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Norma Peralta Morales Work History
Virtus Family Office LLC
Virtus Family Office S.A. De C.V. Asesor En Inversiones Independ
Btg Pactual
Dirección General De Administración Y Desarrollo De Personal
Oficialia Mayor Del Distrito Federal
Oficialia Mayor Del Distrito Federal
Instituto Tecnologico Autonomo De Mexico
Disclosures
Please visit the SEC profile of Norma Peralta Morales 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 Family Office
El Paso, TX
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