Apex Financial Advisors, Inc.
Apex Financial Advisors, Inc. (CRD# 155210) is a financial advisory firm headquartered in Yardley, PA. They manage $537,914,172 in 553 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management538MILLION
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Total Number of Accounts553ACCOUNTS
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Average Account Value$972,720
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, NJ, PA, TX
Christine Ahearn (CRD# 4695936) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 18 years of experience in the finance industry.
Stuart Caplan (CRD# 6619359) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 8 years of experience in the finance industry.
Robert Connell (CRD# 804920) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 41 years of experience in the finance industry.
Joseph Weidenburner (CRD# 6136484) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 11 years of experience in the finance industry.