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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