Apex Financial Advisors, Inc.

Apex Financial Advisors, Inc. (CRD# 155210) is a financial advisory firm headquartered in Yardley, PA. They manage $150,466,741 in 45 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $3,343,705
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

FL, NJ, PA, TX

Financial Advisors at Apex Financial Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey P. Gadonas
CRD#: 1443692
85 South Main Street, Yardley, PA 19067
93
Wealthminder
score

Jeffrey Gadonas (CRD# 1443692) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 30 years of experience in the finance industry.

2
Robert A. Connell
CRD#: 804920
85 South Main Street, Yardley, PA 19067
88
Wealthminder
score

Robert Connell (CRD# 804920) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 33 years of experience in the finance industry.

3
Stuart A. Caplan
CRD#: 6619359
85 South Main Street, Yardley, PA 19067
87
Wealthminder
score

Stuart Caplan (CRD# 6619359) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has 1 year of experience in the finance industry.

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