Proforza Advisors LLC
Proforza Advisors LLC (CRD# 162584) is a financial advisory firm headquartered in , . They manage $8,500,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Proforza Advisors LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$326,923
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Proforza Advisors LLC
1
Sunil Pai (CRD# 5509293) is an Investment Advisor Representative working at Proforza Advisors LLC in Herndon, VA and has 1 year of experience in the finance industry.
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