Financial Security Advisory Inc
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 110746
- Registered since
- May 15, 1997
- Website
- www.gofsg.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI52.69%
- Individuals40.97%
- Pension & Profit Sharing Plans5.72%
- Corporations / Businesses0.49%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Security Advisory Inc is a corporate RIA that has been SEC-registered since 1997. The firm serves both individual and institutional clients and combines advisory work with broker-dealer and insurance broker activities. On the advisory side it provides financial planning and portfolio management for individuals, small businesses, and institutional clients. Its client billing mixes percentage-of-AUM fees with hourly charges. The firm does not describe itself as an active ESG investor and is not identified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds77%
- Exchange Traded Equities17%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
1 of 1
Kristy DeJarnette
Chief Operating OfficerCRD 7632290
Contacts
3 of 33
John Orlando
PresidentCRD 2692207
Glenn Schwalje
Senior ConsultantCRD 2441501
Alison Rodriguez
Onboarding SpecialistCRD 6609817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$485M in ETFs
61%
$297M
13%
$188M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $116M | 383,004 | 23.90% |
Location
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
- 477 Viking Dr
- Time zone
- ET (UTC-5)
- Office locations
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