APFORIA
Total AUM
$101.9M
Employees
20Clients
385Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
582 LYNNHAVEN PARKWAY
STE 102
VIRGINIA BEACH
VA 23452
United States
STE 102
VIRGINIA BEACH
VA 23452
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(833) 780-2487
Other Offices
7
Financials
Total AUM
$101.9M
Accounts
1,228Discretionary
$101.9M
Accounts
1,228Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
312AUM
$56.1M
HNW Individual Clients
56AUM
$42.3M
Pension/Profit Sharing Plan Clients
17AUM
$3.5M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ALCACOFLLAMAMDMONCNENHNYOHORPARITNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.