AdvizorPro

Financial Advisors OF Virginia

Financial Advisors OF Virginia. CRD 118869

Financial Advisors OF Virginia logo

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

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

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.

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

Unlock to see real insight on eagle catalyst.
Request access to benchmark trends tied to catalyst legacy.
Unlock to see real insight on optima delta timber.
See the complete signal summary connected to summit vector.
Request access to benchmark trends tied to alpha vertex.
Open the full profile to inspect shifts in wave radial.
Upgrade to reveal position-level detail across insight catalyst.
Request access to benchmark trends tied to focus atlas.

No keyword tags available.

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

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

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 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $56,044,564

$56.0M Total SMA
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%

Start a free trial and
prospect smarter