8391 Old Courthouse Road
Suite 205
Vienna, Virginia 22812
Tel: (703) 883-0300
ADVISORS FINANCIAL, INC, formally registered with the SEC as ADVISORS FINANCIAL, INC. The firm was established in 09/05/2014. They have over 1 offices throughout the country.
ADVISORS FINANCIAL, INC. is a Vienna, Virginia based Financial Planning firm with nearly $238,128,765 assets under management, offering retirement planning & investment advisory services to 713 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 144837 |
SEC# | 801-80263 |
Assets Managed by Firm | $238,128,765 |
No. of Clients | 713 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 713 | $238,128,765 |
Individuals (other than high net worth individuals) | 113 | $30,714,904 |
High net worth individuals | 92 | $202,959,093 |
Charitable organizations | 7 | $4,454,768 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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