|
⚲
|
| Financial Security Advisory Inc
✚
|
|
|---|---|
| CRD # | 110746 |
| SEC # | 801-54496 |
| CIK # | |
| AUM | $1.7 B (2026-03-19) |
| Employees | 43 (100% Investors, 91% Brokers) |
| Phone | 757-431-1414 |
| Address | 477 Viking Drive Virginia Beach, VA 23452 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,366 | 714.2 |
| (b) Individuals (high net worth individuals) | 444 | 918.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 285 | 99.8 |
| (h) Charitable organizations | 11 | 2.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,141 | 1,743.2 |
| By Discretionary | ||
| Discretionary | 3,127 | 1,742.4 |
| Non-Discretionary | 14 | 0.9 |
| Total | 3,141 | 1,743.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,743.2 | |
| Total | 3,141 | 1,743.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quantum Advisors Private Limited
✚
|
1.8 | |
|
GFI Investment Counsel Ltd
✚
|
1.8 | |
|
Intrua Financial LLC
✚
|
TX | 1.7 |
|
Sapient Private Wealth Management Services LLC
✚
|
OR | 1.7 |
|
Amplius Wealth Advisors LLC
✚
|
PA | 1.7 |
|
Meridian Wealth Advisors LLC
✚
|
TX | 1.7 |
|
WBH Advisory Inc
✚
|
MD | 1.7 |
|
World Investments Inc
✚
|
NJ | 1.7 |
|
Feldman Ingardona & Co
✚
|
IL | 1.7 |
|
RW Investment Management LLC
✚
|
ID | 1.7 |