Be advised. This firm is no longer registered.

Cpa Investment Advisors

Cpa Investment Advisors (CRD# 116170) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $278,412,136 in 418 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5544 Greenwich Road, Suite 107, Virginia Beach, VA 23462
http://www.cpa-ia.com
By the Numbers
  • Total Assets Under Management
    278
    MILLION
  • Total Number of Accounts
    418
    ACCOUNTS
  • Average Account Value
    $666,058
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, VA

Financial Advisors at Cpa Investment Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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