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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