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

More Retirement Planning firms in Virginia Beach, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Virginia Beach, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.