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Building 2APEX ADVISERS, LLC

Map pinROCHESTER, NY
Phone585-383-5540
NotebookSEC #801-78007
Total AUM
$78M
Employees
1
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
70 LINDEN OAKS
3RD FLOOR
ROCHESTER
NY 14625
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
585-383-5540

ReceiptFinancials

Total AUM
$78M
Accounts
147
Discretionary
$77.4M
Accounts
138
Non-Discretionary
$637.7K
Accounts
9

ContactClients

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Individual Clients
24
AUM
$11.7M
HNW Individual Clients
23
AUM
$66.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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