Apex Fiduciary Advisors LLC

Apex Fiduciary Advisors LLC (CRD# 313555) is a financial advisory firm headquartered in Middleton, WI. They manage $35,645,640 in 135 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

8500 Greenway Blvd Ste 105, Middleton, WI 53562

https://apex-fa.com

By the Numbers

Total Assets Under Management

36

MILLION
Total Number of Accounts

135

ACCOUNTS
Average Account Value

$264,042

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Apex Fiduciary Advisors LLC

Showing 1 - 2 of 2 top financial advisors.

Thomas J. Freitag

CRD#: 2255886

8500 Greenway Blvd Ste 105, Middleton, WI 53562

Thomas Freitag (CRD# 2255886) is an Investment Advisor Representative working at Apex Fiduciary Advisors LLC in Middleton, WI and has over 31 years of experience in the finance industry.

Sandra K. Zimbric

CRD#: 6869752

8500 Greenway Blvd Ste 105, Middleton, WI 53562

Sandra Zimbric (CRD# 6869752) is an Investment Advisor Representative working at Apex Fiduciary Advisors LLC in Middleton, WI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals