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| Financial Security Advisory Inc
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|
|---|---|
| CRD # | 110746 |
| SEC # | 801-54496 |
| CIK # | |
| AUM | $1.1 BB (2022-09-14) |
| Employees | 32 (75% Investors, 78% Brokers) |
| Phone | 757-431-1414 |
| Address | 575 Lynnhaven Parkway Virginia Beach, VA 23452 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,759 | 548.0 |
| (b) Individuals (high net worth individuals) | 303 | 533.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 135 | 29.7 |
| (h) Charitable organizations | 18 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 5,136 | 1,120.8 |
| By Discretionary | ||
| Discretionary | 5,130 | 1,120.4 |
| Non-Discretionary | 6 | 0.4 |
| Total | 5,136 | 1,120.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,120.8 | |
| Total | 5,136 | 1,120.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Waddell & Associates LLC
✚
|
TN | 1.1 |
|
MT Asset Management LLC
✚
|
NJ | 1.1 |
|
Valley National Advisers Inc
✚
|
PA | 1.1 |
|
Cahaba Wealth Management Inc
✚
|
GA | 1.1 |
|
Mas Advisors LLC
✚
|
FL | 1.1 |
|
Hudson Valley Investment Advisors Inc
✚
|
NY | 1.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 1.1 |
|
WBH Advisory Inc
✚
|
MD | 1.1 |
|
M Financial Asset Management Inc
✚
|
OR | 1.1 |
|
Emergent Financial Services LLC
✚
|
VA | 1.1 |