Apforia

RIASEC Registered

Total AUM

$102M

Discretionary

$102M

100% of AUM

Avg account

$83K

Accounts

1,228

Employees

Advisory reps

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

FINTRX

Overview

Apforia is an independent, privately owned registered investment adviser that registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients and offers a mix of financial planning, portfolio management for individuals and small businesses, pension-related advisory work and educational seminars or workshops. Its billing is flexible: asset-based fees alongside hourly and fixed-fee arrangements for planning or consulting engagements. Apforia identifies as not being an active ESG investor and does not position itself as a capital allocator.