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Building 2APEX INVESTMENT GROUP

Map pinHUDSON, MA
Phone7743510805
NotebookSEC #801-131502
Total AUM
$211.1M
Employees
6
Clients
527

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 MAIN ST
HUDSON
MA 01749
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
7743510805
Other Offices
2

ReceiptFinancials

Total AUM
$211.1M
Accounts
1,201
Discretionary
$205.4M
Accounts
1,092
Non-Discretionary
$5.7M
Accounts
109

ContactClients

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Individual Clients
463
AUM
$104.5M
HNW Individual Clients
56
AUM
$99.2M
Charitable Organization Clients
1
AUM
$4.2M
Corporation or Business Clients
7
AUM
$3.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTFLLAMAMENCNHNVNYPARITXVAVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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