Falists
← Back to search

APFORIA

APFORIA LTD

CRD 327176 · SEC 801-128361

Visit website

582 LYNNHAVEN PARKWAY, STE 102, VIRGINIA BEACH, VA, 23452, United States

Phone

(833) 780-2487

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$101.9M

Discretionary AUM

$101.9M

Team

20 total employees; 11 advisory reps; 113 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals312$56.1M
High net worth individuals56$42.3M
Pension/profit sharing plans17$3.5M

States served

AL, CA, CO, LA, MD, MA, NE, NY, NC, OH, OR, PA, RI, TN, VA, MO, WA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD