Apex Investment Advisors
Apex Investment Advisors (CRD# 130326) is a financial advisory firm headquartered in West Columbia, SC. They manage $54,051,064 in 162 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management54MILLION
-
Total Number of Accounts162ACCOUNTS
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Average Account Value$333,649
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Apex Investment Advisors
1
James Teeter (CRD# 1589128) is an Investment Advisor Representative working at Apex Investment Advisors in Columbia, SC and has over 37 years of experience in the finance industry.
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