Proforza Advisors LLC

Proforza Advisors LLC (CRD# 162584) is a financial advisory firm headquartered in Mclean, VA. They manage $16,700,000 in 14 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,192,857
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Proforza Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sunil K. Pai
CRD#: 5509293
2010 Corporate Ridge, 7th Fl, Mclean, VA 22102
90
Wealthminder
score

Sunil Pai (CRD# 5509293) is an Investment Advisor Representative working at Proforza Advisors LLC in Mclean, VA and has 1 year of experience in the finance industry.

2
John F. Lawrence
CRD#: 1447035
2010 Corporate Ridge, 7th Fl, Mclean, VA 22102
81
Wealthminder
score

John Lawrence (CRD# 1447035) is an Investment Advisor Representative working at Proforza Advisors LLC in Mclean, VA and has over 30 years of experience in the finance industry.

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