Apogee Advisors LLC
Apogee Advisors LLC (CRD# 174236) is a financial advisory firm headquartered in Laguna Hills, CA. They manage $9,500,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts2ACCOUNTS
Average Account Value$4,750,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Salvatore Giacinto (CRD# 3055827) is an Investment Advisor Representative working at Apogee Advisors LLC in Laguna Hills, CA and has over 18 years of experience in the finance industry.
James Miller (CRD# 5742070) is an Investment Advisor Representative working at Apogee Advisors LLC in Laguna Hills, CA and has over 5 years of experience in the finance industry.