← Back to searchVisit website
HISTOR INVESTING, LLC
CRD 156866
430 MCLAWS CIRCLE, SUITE 100, WILLIAMSBURG, VA, 23185, United States
Phone
(757) 808-5153
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminarsINSTRUCTIONAL VIDEOS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $537K |
| High net worth individuals | 15 | $26.8M |
| Charitable organizations | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD