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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 1 offices throughout the country.
APFORIA is a Virginia Beach, Virginia based Financial Planning firm with nearly $30,696,470 assets under management, offering retirement planning & investment advisory services to 342 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 327176 |
| SEC# | 801-128361 |
| Assets Managed by Firm | $30,696,470 |
| No. of Clients | 342 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 342 | $30,696,470 |
| Individuals (other than high net worth individuals) | 229 | $10,554,672 |
| High net worth individuals | 113 | $20,141,798 |
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|---|---|---|---|
| $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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