Financial Security Advisory Inc.

EST. AUM
$1,946,076,910

CONTACTS
4

CLIENT ACCOUNTS
3,393

Firm Details

Metro area Virginia Beach
CRD Number 110746
Website gofsg.com
Client types

Overview

Financial Security Advisory is a $950m RIA with offices in Connecticut, North Carolina, and Virginia. They are mainly users of mutual funds and start with a screening process of 3, 5, and 10 year track records, manager tenure, fees, and risk characteristics. Managers that clear screening will move onto the firm's qualitative research process that will consist of calls and meetings. John Orlando is the main manager research professional and he is based in the Virginia Beach office. Financial Security Advisory has a 7-person Investment Committee that participate in all portfolio decisions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Financial Security Advisory Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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