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APFORIA

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

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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 StatusApproved
Firm CRD#327176
SEC#801-128361
Assets Managed by Firm$79,023,322
No. of Clients801
No. of Advisors9

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 ClientsAUM
Firm Total801$79,023,322
Individuals (other than high net worth individuals)291$40,894,714
High net worth individuals42$38,128,608

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