Virginia Investment Advisory, Inc.
Virginia Investment Advisory, Inc. (CRD# 117121) is a financial advisory firm headquartered in Henrico, VA. They manage $66,057,418 in 223 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts223ACCOUNTS
-
Average Account Value$296,222
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC, VA
Financial Advisors at Virginia Investment Advisory, Inc.
1
Stephen Purdy (CRD# 2904224) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Charlottesville, VA and has over 26 years of experience in the finance industry.
2
Craig Smelley (CRD# 715643) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Richmond, VA and has over 32 years of experience in the finance industry.
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