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Building 2APFORIA

Map pinVIRGINIA BEACH, VA
Phone(833) 780-2487
NotebookSEC #801-128361
Total AUM
$101.9M
Employees
20
Clients
385

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
582 LYNNHAVEN PARKWAY
STE 102
VIRGINIA BEACH
VA 23452
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(833) 780-2487
Other Offices
7

ReceiptFinancials

Total AUM
$101.9M
Accounts
1,228
Discretionary
$101.9M
Accounts
1,228
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
312
AUM
$56.1M
HNW Individual Clients
56
AUM
$42.3M
Pension/Profit Sharing Plan Clients
17
AUM
$3.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLLAMAMDMONCNENHNYOHORPARITNTXVAWA

HandshakeAffiliates

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

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