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 organized as a corporation and SEC-registered in 2023. The firm is individually owned and serves both individual/family and institutional clients. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements combine a percentage-of-AUM model with the option for hourly or fixed-fee engagements. Apforia does not describe itself as an active ESG investor.
Assets & Accounts
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 Funds97%
- Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Paul Allen
Chief Compliance OfficerCRD 6582946
Contacts
3 of 10REBECCA MEATS
PartnerCRD 7092772
Jon Belajac
Investment Adviser RepresentativeCRD 8252182
Angela Marie Cloe
Lead PlannerCRD 8185498
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
- 582 Lynnhaven Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
STAGES PLANNING GROUP, LLC
RIAVIRGINIA BEACH, VA
HENDERSON FINANCIAL GROUP LLC
RIAVIRGINIA BEACH, VA
FOREFRONT ASSET MANAGEMENT, LLC
RIAVIRGINIA BEACH, VA
OCTOBER EFFECT LTD.
RIAVIRGINIA BEACH, VA
HUNDREDFOLD ADVISORS, LLC
RIAVIRGINIA BEACH, VA
JJSA ADVISORS, LTD.
RIAVIRGINIA BEACH, VA