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APEXIUM FINANCIAL LP
1920 Mckinney Ave.
Suite 700
Dallas, Texas 75201
Tel: 212-225-9500
About APEXIUM FINANCIAL LP
APEXIUM FINANCIAL LP, formally registered with the SEC as APEXIUM FINANCIAL LP. The firm was established in 04/28/2016. They have over 4 offices throughout the country.
APEXIUM FINANCIAL LP is a Dallas, Texas based Financial Planning firm with nearly $2,638,018,781 assets under management, offering retirement planning & investment advisory services to 2541 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283726 |
| SEC# | 801-107760 |
| Assets Managed by Firm | $2,638,018,781 |
| No. of Clients | 2541 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (% OF ASSETS UNDER ADVISEMENT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2541 | $2,638,018,781 |
| Individuals (other than high net worth individuals) | 157 | $60,932,659 |
| High net worth individuals | 450 | $1,813,980,199 |
| Pension and profit sharing plans | 47 | $420,827,894 |
| Charitable organizations | 14 | $336,203,175 |
| Other investment advisers | 4 | $5,725,755 |
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