APPOMATTOX ADVISORY, INC

551 5th Ave
26th Floor
New York, New York 10176
Tel: 212-895-3000

About APPOMATTOX ADVISORY, INC

APPOMATTOX ADVISORY, INC, formally registered with the SEC as APPOMATTOX ADVISORY, INC. The firm was established in 07/06/2010. They have over 1 offices throughout the country.

APPOMATTOX ADVISORY, INC is a New York, New York based Financial Planning firm with nearly $753,860,554 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153731
SEC#	801-71652
Assets Managed by Firm	$753,860,554
No. of Clients	32
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$753,860,554
High net worth individuals	18	$532,489,528
Charitable organizations	6	$194,598,431

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