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Home > Retirement Planners > florida > coconut grove > APEX INVESTMENTS MANAGEMENT US, LLC
APEX INVESTMENTS MANAGEMENT US, LLC
2665 South Bayshore Drive
Suite 810-B
Coconut Grove, Florida 33133
Tel: 305-222-7246
About APEX INVESTMENTS MANAGEMENT US, LLC
APEX INVESTMENTS MANAGEMENT US, LLC, formally registered with the SEC as APEX INVESTMENTS MANAGEMENT US, LLC. The firm was established in 10/26/2022. They have over 2 offices throughout the country.
APEX INVESTMENTS MANAGEMENT US, LLC is a Coconut Grove, Florida based Financial Planning firm with nearly $134,320,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322874 |
| SEC# | 801-126559 |
| Assets Managed by Firm | $134,320,000 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $134,320,000 |
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