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