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ADVISORS FINANCIAL, INC.

8391 Old Courthouse Road
Suite 205
Vienna, Virginia 22182
Tel: (703) 883-0300

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About ADVISORS FINANCIAL, INC.

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 $292,512,099 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144837
SEC#801-80263
Assets Managed by Firm$292,512,099
No. of Clients701
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total701$292,512,099
Individuals (other than high net worth individuals)118$44,994,392
High net worth individuals89$242,288,405
Corporations or other businesses6$5,229,302

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STRATEGIC INVESTMENT MANAGEMENT, LLC
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VEST FINANCIAL LLC
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$24,381,015,4589427
THOMPSON SIEGEL & WALMSLEY LLC
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$20,812,400,000477568

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