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FINANCIAL SECURITY ADVISORY INC

477 Viking Drive
Suite 305
Virginia Beach, Virginia 23452
Tel: 757-431-1414

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About FINANCIAL SECURITY ADVISORY INC

FINANCIAL SECURITY ADVISORY INC, formally registered with the SEC as FINANCIAL SECURITY ADVISORY INC. The firm was established in 05/15/1997. They have over 6 offices throughout the country.

FINANCIAL SECURITY ADVISORY INC is a Virginia Beach, Virginia based Financial Planning firm with nearly $1,570,635,977 assets under management, offering retirement planning & investment advisory services to 2904 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110746
SEC#801-54496
Assets Managed by Firm$1,570,635,977
No. of Clients2904
No. of Advisors41

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2904$1,570,635,977
Individuals (other than high net worth individuals)2141$594,987,791
High net worth individuals435$876,539,217
Pension and profit sharing plans281$87,996,968
Charitable organizations13$2,092,764
Corporations or other businesses34$9,019,237

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