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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 7 offices throughout the country.

FINANCIAL SECURITY ADVISORY INC is a Virginia Beach, Virginia based Financial Planning firm with nearly $1,315,631,987 assets under management, offering retirement planning & investment advisory services to 2376 clients. The firm is staffed with 45 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#110746
SEC#801-54496
Assets Managed by Firm$1,315,631,987
No. of Clients2376
No. of Advisors45

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total2376$1,315,631,987
Individuals (other than high net worth individuals)1796$575,079,790
High net worth individuals343$656,000,797
Pension and profit sharing plans201$74,980,759
Charitable organizations13$2,095,657
Corporations or other businesses24$7,474,984

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