FINANCIAL SECURITY ADVISORY INC is a Virginia Beach, Virginia based financial advisory firm with nearly $1,206,674,000 in assets under management and provides investment advisory services for 5120 clients. There are currently 29 financial advisors at the firm.
General Information |
| Firm CRD#: | 110746 | |
| SEC#: | 801-54496 | |
| Assets under Management: | $1,206,674,000 | |
| No. of Clients: | 5120 | |
| No. of Advisors: | 29 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM, Hourly charges |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PBMARES WEALTH MANAGEMENT LLC | 116218 | 801-62425 | 2108 | 17 | $1,005,595,256 |
| KATZ FAMILY FINANCIAL ADVISORS, LLC | 133600 | 801-81034 | 340 | 3 | $96,011,000 |
| ALPHA ADVISORS, LLC | 118107 | 801-113120 | 335 | 5 | $157,789,370 |
| BLUE EDGE CAPITAL, LLC | 155613 | 801-77861 | 300 | 5 | $555,548,826 |
| 8TH STREET INVESTMENTS, LLC | 148727 | 801-121413 | 193 | 3 | $164,562,050 |
| CHESAPEAKE INVESTMENT MANAGEMENT LLC | 119010 | 801-60951 | 140 | 6 | $140,000,000 |
| CLOSED-END FUND ADVISORS | 115562 | 801-113697 | 133 | 5 | $171,037,580 |
| RESOURCE 1, INC. | 115816 | 801-123616 | 102 | 2 | $118,584,522 |
| AEGIS FINANCIAL CORPORATION | 111587 | 801-46901 | 66 | 4 | $238,153,983 |
| INVESTURE, LLC | 130099 | 801-62689 | 48 | 40 | $36,279,378,598 |
| HOMESTEAD ADVISERS CORP. | 109845 | 801-37391 | 21 | 36 | $8,487,756,997 |
| FJ CAPITAL MANAGEMENT LLC | 158049 | 801-78866 | 15 | 16 | $1,409,865,000 |
| HARREN EQUITY PARTNERS, LLC | 158494 | 801-74107 | 5 | 10 | $495,561,264 |
| HUNDREDFOLD ADVISORS, LLC | 131854 | 801-63226 | 1 | 2 | $278,500,000 |
| UNION STREET PARTNERS LLC | 156148 | 801-72120 | 1 | 2 | $61,669,453 |
| PRECIPIO WEALTH MANAGEMENT LLC | 150310 | 801-70369 | 0 | 4 | $0 |