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| Financial Security Advisory Inc
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|
|---|---|
| CRD # | 110746 |
| SEC # | 801-54496 |
| CIK # | |
| AUM | $1.6 B (2024-09-30) |
| Employees | 41 (100% Investors, 93% Brokers) |
| Phone | 757-431-1414 |
| Address | 477 Viking Drive Virginia Beach, VA 23452 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,141 | 595.0 |
| (b) Individuals (high net worth individuals) | 435 | 876.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 281 | 88.0 |
| (h) Charitable organizations | 13 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 34 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,904 | 1,570.6 |
| By Discretionary | ||
| Discretionary | 2,888 | 1,567.8 |
| Non-Discretionary | 16 | 2.9 |
| Total | 2,904 | 1,570.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,570.6 | |
| Total | 2,904 | 1,570.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Orleans Capital Management Corp
✚
|
LA | 1.6 |
|
Ethos Financial Group LLC
✚
|
PA | 1.6 |
|
Wealthplan Investment Management LLC
✚
|
NE | 1.6 |
|
Schaper Benz & Wise Investment Counsel Inc
✚
|
WI | 1.6 |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1.6 |
|
A&M Private Wealth Partners LLC
✚
|
FL | 1.6 |
|
XP Advisory US Inc
✚
|
FL | 1.6 |
|
Marco Investment Management LLC
✚
|
GA | 1.6 |
|
Rebalance LLC
✚
|
CA | 1.6 |
|
TIDE Cycle Resources LLC
✚
|
NH | 1.6 |