Apex Advisory Group, Inc.

Apex Advisory Group, Inc. (CRD# 117183) is a financial advisory firm headquartered in Spokane, WA. They serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Apex Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
Bill D. Smith
CRD#: 1389203
101 W Cascade Way, Suite 102, Spokane, WA 99208

Bill Smith (CRD# 1389203) is an Investment Advisor Representative working at Apex Advisory Group, Inc. in Spokane, WA and has over 32 years of experience in the finance industry.

Joel R. Frank
CRD#: 5263015
101 W. Cascade Avenue, Suite 102, Spokane, WA 99208

Joel Frank (CRD# 5263015) is an Investment Advisor Representative working at Apex Advisory Group, Inc. in Spokane, WA and has over 10 years of experience in the finance industry.

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