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FINANCIAL SECURITY ADVISORY INC
477 Viking Drive
Suite 305
Virginia Beach, Virginia 23452
Tel: 757-431-1414
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 Status | Approved |
|---|---|
| Firm CRD# | 110746 |
| SEC# | 801-54496 |
| Assets Managed by Firm | $1,570,635,977 |
| No. of Clients | 2904 |
| No. of Advisors | 41 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2904 | $1,570,635,977 |
| Individuals (other than high net worth individuals) | 2141 | $594,987,791 |
| High net worth individuals | 435 | $876,539,217 |
| Pension and profit sharing plans | 281 | $87,996,968 |
| Charitable organizations | 13 | $2,092,764 |
| Corporations or other businesses | 34 | $9,019,237 |
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