Apex Portfolio Solutions, LLC

Apex Portfolio Solutions, LLC (CRD# 170745) is a financial advisory firm headquartered in , . They manage $7,161,006 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $795,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

FL, MI

Financial Advisors at Apex Portfolio Solutions, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dan D. Bilco
CRD#: 5905001
Fort Lauderdale, FL
93
Wealthminder
score

Dan Bilco (CRD# 5905001) is an Investment Advisor Representative working at Apex Portfolio Solutions, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

2
Donald J. Boden
CRD#: 5959151
Fort Lauderdale, FL
90
Wealthminder
score

Donald Boden (CRD# 5959151) is an Investment Advisor Representative working at Apex Portfolio Solutions, LLC in Fort Lauderdale, FL and has over 5 years of experience in the finance industry.

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