APO FINANCIAL SERVICES, LLC

10155 Westmoor Drive
Suite 125
Westminster, Colorado 80021-2627
Tel: (720) 588-2000

About APO FINANCIAL SERVICES, LLC

APO FINANCIAL SERVICES, LLC, formally registered with the SEC as APO FINANCIAL SERVICES, LLC. The firm was established in 02/14/2020. They have over 7 offices throughout the country.

APO FINANCIAL SERVICES, LLC is a Westminster, Colorado based Financial Planning firm with nearly $100,278,222 assets under management, offering retirement planning & investment advisory services to 918 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	297647
SEC#	801-118090
Assets Managed by Firm	$100,278,222
No. of Clients	918
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	918	$100,278,222
Individuals (other than high net worth individuals)	436	$35,531,581
High net worth individuals	80	$64,148,399
Corporations or other businesses	1	$598,242

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PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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