477 Viking Drive
Suite 305
Virginia Beach, Virginia 23452
Tel: 757-431-1414
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 110746 |
SEC# | 801-54496 |
Assets Managed by Firm | $1,315,631,987 |
No. of Clients | 2376 |
No. of Advisors | 45 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2376 | $1,315,631,987 |
Individuals (other than high net worth individuals) | 1796 | $575,079,790 |
High net worth individuals | 343 | $656,000,797 |
Pension and profit sharing plans | 201 | $74,980,759 |
Charitable organizations | 13 | $2,095,657 |
Corporations or other businesses | 24 | $7,474,984 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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