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KORVING & COMPANY LLC
CRD 152095 · SEC 801-120828
1510 BREEZEPORT WAY, SUITE 800, SUFFOLK, VA, 23435-3758, United States
Phone
757-638-5490
Fax
757-638-5496
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$137.5M
Discretionary AUM
$134.6M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 247 | $52.2M |
| High net worth individuals | 31 | $82.9M |
| Pension/profit sharing plans | 5 | $1.8M |
States served
CA, GA, NE, NC, PA, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD