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Building 2APOGEE INVESTMENT MANAGEMENT

Map pin
Phone3153800957
NotebookSEC #801-107567
Total AUM
$120.6M
Employees
2
Clients
123

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-4
Monday - Friday
Phone
3153800957
Other Offices
2

ReceiptFinancials

Total AUM
$120.6M
Accounts
326
Discretionary
$120.6M
Accounts
326
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
97
AUM
$20.6M
HNW Individual Clients
24
AUM
$98.1M
Charitable Organization Clients
2
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYPA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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