Apforia
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 327176
- Registered since
- August 2, 2023
- Website
- www.myciwm.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.05%
- HNWI41.46%
- Pension & Profit Sharing Plans3.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Apforia is an independent registered investment adviser that began SEC registration in 2023 and is structured as a corporation owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. Its fee model is a mix of percentage-of-AUM billing plus options for hourly and fixed fees. Apforia is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Paul Allen
Chief Compliance OfficerCRD 6582946
Contacts
3 of 10
Adrienne Ross
PartnerCRD 7089842
Rebecca Meats
PartnerCRD 7092772
Amy King
AdvisorCRD 7160782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 240 Mustang Trl
- Time zone
- ET (UTC-5)
- Office locations
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