APEX FINANCIAL ADVISORS, INC

85 South Main Street
Yardley, Pennsylvania 19067
Tel: 215-493-1900

About APEX FINANCIAL ADVISORS, INC

APEX FINANCIAL ADVISORS, INC, formally registered with the SEC as APEX FINANCIAL ADVISORS, INC. The firm was established in 10/07/2010. They have over 1 offices throughout the country.

APEX FINANCIAL ADVISORS, INC is a Yardley, Pennsylvania based Financial Planning firm with nearly $537,914,172 assets under management, offering retirement planning & investment advisory services to 553 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155210
SEC#	801-71884
Assets Managed by Firm	$537,914,172
No. of Clients	553
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (REAL ESTATE INVESTMENT AND MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	553	$537,914,172
High net worth individuals	105	$213,527,994
Pension and profit sharing plans	1	$13,600,685

More Retirement Planning firms in Yardley, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

Explore More Retirement Advisors in Yardley, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.