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KORVING & COMPANY LLC
1510 Breezeport Way
Suite 800
Suffolk, Virginia 23435-3758
Tel: 757-638-5490
About KORVING & COMPANY LLC
KORVING & COMPANY LLC, formally registered with the SEC as KORVING & COMPANY LLC. The firm was established in 04/22/2021. They have over 1 offices throughout the country.
KORVING & COMPANY LLC is a Suffolk, Virginia based Financial Planning firm with nearly $126,619,046 assets under management, offering retirement planning & investment advisory services to 270 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152095 |
| SEC# | 801-120828 |
| Assets Managed by Firm | $126,619,046 |
| No. of Clients | 270 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 270 | $126,619,046 |
| Individuals (other than high net worth individuals) | 240 | $44,850,056 |
| High net worth individuals | 28 | $81,699,756 |
| Charitable organizations | Fewer than 5 clients | $69,234 |
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