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APEIRON
10000 North Central Expressway
Suite 700
Dallas, Texas 75231
Tel: 972-421-2068
About APEIRON
APEIRON, formally registered with the SEC as APEIRON. The firm was established in 08/04/2017. They have over 3 offices throughout the country.
APEIRON is a Dallas, Texas based Financial Planning firm with nearly $695,000,000 assets under management, offering retirement planning & investment advisory services to 2253 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289273 |
| SEC# | 801-110974 |
| Assets Managed by Firm | $695,000,000 |
| No. of Clients | 2253 |
| No. of Advisors | 16 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2253 | $695,000,000 |
| Individuals (other than high net worth individuals) | 577 | $210,000,000 |
| High net worth individuals | 171 | $440,000,000 |
| Pension and profit sharing plans | 7 | $45,000,000 |
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