8391 Old Courthouse Road
Suite 205
Vienna, Virginia 22182
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 $292,512,099 assets under management, offering retirement planning & investment advisory services to 701 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 144837 |
SEC# | 801-80263 |
Assets Managed by Firm | $292,512,099 |
No. of Clients | 701 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 701 | $292,512,099 |
Individuals (other than high net worth individuals) | 118 | $44,994,392 |
High net worth individuals | 89 | $242,288,405 |
Corporations or other businesses | 6 | $5,229,302 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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