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Building 2APRICITY FINANCIAL, LLC

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Phone855-449-7100
NotebookSEC #801-134856
Total AUM
$110.8M
Employees
6
Clients
78

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
855-449-7100
Other Offices
3

ReceiptFinancials

Total AUM
$110.8M
Accounts
182
Discretionary
$87.8M
Accounts
168
Non-Discretionary
$23M
Accounts
14

ContactClients

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Individual Clients
34
AUM
$20.2M
HNW Individual Clients
33
AUM
$74M
Pension/Profit Sharing Plan Clients
11
AUM
$16.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTLAMAMSNCNYTX

HandshakeAffiliates

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

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