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ACCOUNTING ADVISORY SERVICES, L.L.C.
CRD 120265
VIRTUAL PRACTICE - NO PRINCIPAL OFFICE EXISTS, 4860 COX ROAD, STE 200, C/O GNATOWSKY LAW OFFICES, GLEN ALLEN, VA, 23060, United States
Phone
804-935-8510
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; AS MAY BE AGREED TO.
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersAS MAY BE AGREED.
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $9.1M |
Official SEC filing: View on IAPD