Alyssa Srey

1 Year of Experience

Sells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners

Virtue Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

88 advisors

Number of Clients

4,294 clients

Average Client Portfolio

$281K average

Assets Under Management

$1.2B

Fee Structure

Minimum Investment:$1K

Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Alyssa is an employee of Impact Holdings Management, providing coaching for dentists, and Third Box Advisors, providing coaching and training for insurance advisors. Alyssa is also licensed to sell life and health insurance.