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- Custodian
- Assetmark · Fidelity/NFS · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2008
- Office Locations
- 2
Office Locations
About Advisors Financial, Inc.
Advisors Financial, Inc. is a Virginia-based RIA providing highly personalized financial planning and investment planning across life stages, from early career through retirement. The firm emphasizes an educational, collaborative approach and supports areas such as tax and estate planning, insurance, and portfolio construction, with an asset-allocation and risk-management focus using mutual funds and ETFs. Founded in 1985, it still serves many original clients.
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Owner & Executives
JOSEPH MASON VAN NAME
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4801308
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Gordon Walford Daisley IV
Paraplanner
- CRD
- #7952156
AMY CHRISTINE HOFFMAN
Vice President
- CRD
- #2549737
Meridian horizon
Vital vector delta
- CRD
- #24520
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $321,172,446 | $444,222 |
| Non-Discretionary | $0 | -- |
| Total | $321,172,446 | $444,222 |
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Separately Managed Accounts
Total SMA Asset: $321,172,446
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $230,544,443 | 19.8% |
| Equity - Exchange | $91,984,904 | 7.9% |
| Cash | $359,789,055 | 30.9% |
| Municipal Bonds | $320,200,615 | 27.5% |
| U.S. Government/Agency | $161,846,857 | 13.9% |
| Total | $1,164,365,874 | 100.0% |