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).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $4,750,000
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 pooled investment vehicles (other than investment companies)
  • 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.

CA

Financial Advisors at Apogee Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Salvatore G. Giacinto
CRD#: 3055827
24881 Alicia Pkwy, E-319, Laguna Hills, CA 92653
93
Wealthminder
score

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.

2
James P. Miller
CRD#: 5742070
24881 Alicia Pkwy, E-319, Laguna Hills, CA 92653
90
Wealthminder
score

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.

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