APFORIA

582 Lynnhaven Parkway
Ste 101
Virginia Beach, Virginia 23452
Tel: 757-407-4189

About APFORIA

APFORIA, formally registered with the SEC as APFORIA. The firm was established in 08/02/2023. They have over 2 offices throughout the country.

APFORIA is a Virginia Beach, Virginia based Financial Planning firm with nearly $79,023,322 assets under management, offering retirement planning & investment advisory services to 801 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	327176
SEC#	801-128361
Assets Managed by Firm	$79,023,322
No. of Clients	801
No. of Advisors	9

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	801	$79,023,322
Individuals (other than high net worth individuals)	291	$40,894,714
High net worth individuals	42	$38,128,608

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