Virginia Investment Advisory, Inc.
Virginia Investment Advisory, Inc. (CRD# 117121) is a financial advisory firm headquartered in Richmond, VA. They manage $51,671,751 in 221 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts221ACCOUNTS
Average Account Value$233,809
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Stephen Purdy (CRD# 2904224) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Charlottesville, VA and has over 20 years of experience in the finance industry.
Craig Smelley (CRD# 715643) is an Investment Advisor Representative working at Virginia Investment Advisory, Inc. in Richmond, VA and has over 26 years of experience in the finance industry.