Virginia Investment Advisory, Inc.

Virginia Investment Advisory, Inc. (CRD# 117121) is a financial advisory firm headquartered in Henrico, VA. They manage $66,057,418 in 223 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    223
    ACCOUNTS
  • Average Account Value
    $296,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, VA

Financial Advisors at Virginia Investment Advisory, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen R. Purdy
CRD#: 2904224
90 Whitewood Road Suite 1, Charlottesville, VA 22901

Stephen Purdy (CRD# 2904224) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Charlottesville, VA and has over 26 years of experience in the finance industry.

2
Craig A. Smelley
CRD#: 715643
3410 Cutshaw Avenue, Richmond, VA 23230

Craig Smelley (CRD# 715643) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Richmond, VA and has over 32 years of experience in the finance industry.

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