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Building 2FINANCIAL SECURITY ADVISORY INC

Map pinVIRGINIA BEACH, VA
Phone757-431-1414
NotebookSEC #801-54496
Total AUM
$1.7B
Employees
43
Clients
3,141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
477 VIKING DRIVE
SUITE 305
VIRGINIA BEACH
VA 23452
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
757-431-1414
Other Offices
5

ReceiptFinancials

Total AUM
$1.7B
Accounts
3,141
Discretionary
$1.7B
Accounts
3,127
Non-Discretionary
$894.3K
Accounts
14

ContactClients

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Individual Clients
2,366
AUM
$714.2M
HNW Individual Clients
444
AUM
$918.5M
Pension/Profit Sharing Plan Clients
285
AUM
$99.8M
Charitable Organization Clients
11
AUM
$2.2M
Corporation or Business Clients
35
AUM
$8.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLGAILINLAMAMDMINCNJNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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