CRD: 118869
Financial Advisors OF Virginia
Midlothian, VA
8043209780
$56.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
28 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-1998
- Office Locations
- 1
Office Locations
13431 Mitford Drive Midlothian VA
About Financial Advisors OF Virginia
Financial Advisors OF Virginia is a Midlothian-based RIA. The firm has been operating for 28 years. Managing $56.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$56.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
27.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
Foundation Timber harbor
Investment Themes
Ember Peak
Investment Vehicles
Ember
Platform
Legacy fusion
Services
Fusion Timber crest Horizon Radial legacy Unison value Matrix Matrix
Owner & Executives
P
PETER ANDREW BREARLEY
President, Senior Vice President
- CRD
- #2448423
- Ownership
- 75% or more
(356) 549-4865
ridge.vertex@bridgecapital.com
in linkedin.com/in/optima-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $56,044,564 | -- |
| Total | $56,044,564 | -- |
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Separately Managed Accounts
Total SMA Asset: $56,044,564
Public Funds:
50.7% Equity - Exchange:
15.1% Cash:
34.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,196,602,759 | 50.7% |
| Equity - Exchange | $356,384,648 | 15.1% |
| Cash | $807,175,826 | 34.2% |
| Total | $2,360,163,233 | 100.0% |