Apex Advisers Review

Is this your firm? Access your Trusted badge


The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Apex Advisers, registered in 2013, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Apex Advisers manages $71.2 million and provides investment advisory services for 56 clients (1:56 advisor/client ratio).


Firm Information Value
Overall Rating
Minimum Investment $500,000
Average Client Balance $1,271,098
Total AUM $71.2 million
Advisor / Client Ratio 1:56
Headquarters 70 Linden Oaks Rochester, NY 14625
SEC Filings View SEC IAPD CRD #149362
State(s) Registered NY

Was this page helpful?

Yes or No

*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.