Arie
Korving

Korving & Company LLC

CRD#1528270
Investment Advisor
in Suffolk, VA

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About this Advisor

Arie Korving is a certified financial planner who works in Suffolk, Virginia who has 13 years of industry experience. Korving is an advisor for Korving & Company LLC. Their career trajectory has included roles at Korving & Company LLC and Courage Korving Miller Partners, LLC. Korving maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in North Carolina, Texas and Virginia. Korving & Company LLC is a business operating out of Suffolk, VA. It manages $113 million in assets under management between its 578 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 578 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets available to invest. Korving & Company LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on the type of financial services offered. Fees charged by Korving & Company LLC most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1510 Breezeport Way Suite 800
Suffolk, VA 23435-3758

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Korving & Company LLC Brokerage Details

Total Assets Under Management

$112,834,895

VA Average: $1,835,309,194
Total Number of Employees

3

VA Average: 32
Total Number of Accounts

578

VA Average: 1,458
Average Account Size

$195,216

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Arie Korving Work History

Arie has been registered as a financial advisor for 13 years.*

2022 - Present (2 years)

Courage Korving Miller Partners, LLC

2010 - Present (14 years)

Korving & Company LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Arie Korving to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Korving & Company LLC

Ella Bourne
Suffolk, VA
Arie Korving
Suffolk, VA
Stephen Korving
Suffolk, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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