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Building 2APEX FINANCIAL ADVISORS, INC

Map pinYARDLEY, PA
Phone215-493-1900
NotebookSEC #801-71884
Total AUM
$505.1M
Employees
10
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 SOUTH MAIN STREET
YARDLEY
PA 19067
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
215-493-1900

ReceiptFinancials

Total AUM
$505.1M
Accounts
410
Discretionary
$499.4M
Accounts
409
Non-Discretionary
$5.7M
Accounts
1

ContactClients

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HNW Individual Clients
89
AUM
$186.7M
Investment Company Clients
8
AUM
$312.7M
Pension/Profit Sharing Plan Clients
1
AUM
$5.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
REAL ESTATE INVESTMENT AND MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLNJPATX

HandshakeAffiliates

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

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