Apexium Financial LP
Apexium Financial LP (CRD# 283726) is a financial advisory firm headquartered in Dallas, TX. They manage $2,638,018,781 in 2,541 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management2,638MILLION
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Total Number of Accounts2,541ACCOUNTS
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Average Account Value$1,038,181
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA
Alan Mandeloff (CRD# 4578901) is an Investment Advisor Representative working at Apexium Financial LP in Philadelphia, PA and has 1 year of experience in the finance industry.
David Pilaitis (CRD# 2829596) is an Investment Advisor Representative working at Apexium Financial LP in Dallas, TX and has over 26 years of experience in the finance industry.
Arnold Civins (CRD# 7818219) is an Investment Advisor Representative working at Apexium Financial LP in Scotch Plains, NJ and has 1 year of experience in the finance industry.
Sean Fellin (CRD# 5414467) is an Investment Advisor Representative working at Apexium Financial LP in Dallas, TX and has over 2 years of experience in the finance industry.
Matthew Marcello (CRD# 4418159) is an Investment Advisor Representative working at Apexium Financial LP in New York, NY and has over 22 years of experience in the finance industry.