Apis Financial Group, LLC
Apis Financial Group, LLC (CRD# 312493) is a financial advisory firm headquartered in , . They manage $4,078,011 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Apis Financial Group, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts26ACCOUNTS
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Average Account Value$156,847
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Apis Financial Group, LLC
1
Peter Soltesz (CRD# 2553740) is an Investment Advisor Representative working at Apis Financial Group, LLC in Villa Park, IL and has over 29 years of experience in the finance industry.
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