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APEXIUM FINANCIAL LP
DALLAS, TX
212-225-9500
SEC #801-107760Total AUM
$4B
Employees
15Clients
904Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1920 MCKINNEY AVE.
SUITE 700
DALLAS
TX 75201
United States
SUITE 700
DALLAS
TX 75201
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
212-225-9500
Other Offices
3
Financials
Total AUM
$4B
Accounts
3,334Discretionary
$3B
Accounts
3,273Non-Discretionary
$1B
Accounts
61
Clients
Individual Clients
146AUM
$59.2M
HNW Individual Clients
691AUM
$2.9B
Pension/Profit Sharing Plan Clients
52AUM
$673M
Charitable Organization Clients
10AUM
$357.2M
Investment Advisor Clients
4AUM
$7.2M
Other Clients
1AUM
$1.2K
Description of Other Clients
IAS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACTDCFLLAMAMDNCNHNJNYPARITXVA
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.