Apex Research And Investments, LLC

Apex Research And Investments, LLC (CRD# 121643) is a financial advisory firm headquartered in , . They manage $38,896,589 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Apex Research And Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
Mark A. Plummer
CRD#: 1477836
Austin, TX

Mark Plummer (CRD# 1477836) is an Investment Advisor Representative working at Apex Research And Investments, LLC in Austin, TX and has over 30 years of experience in the finance industry.

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