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Building 2KORVING & COMPANY LLC

Map pinSUFFOLK, VA
Phone757-638-5490
NotebookSEC #801-120828
Total AUM
$137.5M
Employees
3
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1510 BREEZEPORT WAY
SUITE 800
SUFFOLK
VA 23435-3758
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
757-638-5490

ReceiptFinancials

Total AUM
$137.5M
Accounts
691
Discretionary
$134.6M
Accounts
679
Non-Discretionary
$2.9M
Accounts
12

ContactClients

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Individual Clients
247
AUM
$52.2M
HNW Individual Clients
31
AUM
$82.9M
Pension/Profit Sharing Plan Clients
5
AUM
$1.8M
Charitable Organization Clients
1
AUM
$640.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNENHPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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