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Advisors Financial, Inc.

● SEC registered since 2014CRD 144837SEC# 801-80263Vienna, VA
Export (members)
Reg. AUM
$292.5M
Employees
8
Accounts
701
Location
Vienna, VA

Advisors Financial, Inc. assets under management

Advisors Financial, Inc. is an investment advisory firm registered with the SEC based in Vienna, VA. The firm has been registered since 2014. It reports $292.5 million in regulatory assets under management and employs 8 people.
www.advisorsfinancial.comView on SEC.gov ↗

Advisors Financial, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Joseph Mason Van Name ControlPresident, Chief Executive Officer, And Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Advisors Financial, Inc. manage?

Advisors Financial, Inc. reports $292.5 million in regulatory assets under management on its Form ADV.

How many employees does Advisors Financial, Inc. have?

Advisors Financial, Inc. reports 8 employees.

Where is Advisors Financial, Inc. located?

Advisors Financial, Inc. is based in Vienna, VA and has been SEC-registered since 2014.

Does Advisors Financial, Inc. disclose fund performance?

Advisors Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8391 Old Courthouse Road, Suite 205, Vienna, VA 22182
Phone(703) 883-0300
Fax(703) 536-4742
Office hours9:00 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$292.5M
Non-discretionary$0
Total (RAUM)$292.5M