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
- HNWI53.56%
- Individuals40.18%
- Pension & Profit Sharing Plans5.54%
- Corporations / Businesses0.59%
- Charitable Organizations0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Security Advisory Inc. is an independent registered investment adviser organized as a corporation that serves individual, family and institutional clients. The firm is SEC registered (initial registration 1997) and combines advisory services—financial planning and portfolio management for individuals, small businesses and institutions—with broker-dealer and insurance-broker activities. Its fee approach includes asset-based fees and hourly charges. The firm is not positioned as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$466M in ETFs
58%
$271M
14%
$194M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $109M | 356,915 | 23.35% |
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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