Apex Advisers Review

Trust Score 86%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Apex Advisers, federally registered in 2013, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Apex Advisers manages $58.1 million and provides investment advisory services for 51 clients (1:51 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,139,212
Hybrid Advisor No
Disciplinary History No
Total AUM $58.1 million
Advisor / Client Ratio 1:51
Headquarters 70 Linden Oaks Rochester, NY 14625
SEC Filings Forms and Brochures    (CRD # 149362)
State(s) Registered NY

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