Norma
Peralta Morales

Virtus Family Office

CRD#7335148
Investment Advisor
in El Paso, TX

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

500 West Overland Suite 250-Q
El Paso, TX 79901

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Virtus Family Office Brokerage Details

Total Assets Under Management

$461,968,296

TX Average: $3,042,739,679
Total Number of Employees

4

TX Average: 49
Total Number of Accounts

188

TX Average: 2,315
Average Account Size

$2,457,278

TX Average: $1,314,358

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

2021 - Present (4 years)

Virtus Family Office LLC

2016 - 2020 (4 years)

Virtus Family Office S.A. De C.V. Asesor En Inversiones Independ

2015 - 2016 (1 year)

Btg Pactual

2015 - 2015 (< 1 year)

Dirección General De Administración Y Desarrollo De Personal

2014 - 2015 (1 year)

Oficialia Mayor Del Distrito Federal

2014 - 2014 (< 1 year)

Oficialia Mayor Del Distrito Federal

2014 - 2016 (2 years)

Instituto Tecnologico Autonomo De Mexico

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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

Norma Peralta Morales
El Paso, TX

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