Apogee Financial Services Group, Inc.

Apogee Financial Services Group, Inc. (CRD# 129527) is a financial advisory firm headquartered in Moorestown, NJ. They manage $35,200,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $718,367
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

NJ

Financial Advisors at Apogee Financial Services Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Craig R. Jordan
CRD#: 2134463
74 East Second Street, Moorestown, NJ 08057
93
Wealthminder
score

Craig Jordan (CRD# 2134463) is an Investment Advisor Representative working at Apogee Financial Services Group, Inc. in Moorestown, NJ and has over 25 years of experience in the finance industry.

2
Laurent W. Metzler
CRD#: 839578
74 East Second Street, Moorestown, NJ 08057
93
Wealthminder
score

Laurent Metzler (CRD# 839578) is an Investment Advisor Representative working at Apogee Financial Services Group, Inc. in Moorestown, NJ and has over 28 years of experience in the finance industry.

3
Thomas J. Marrollo
CRD#: 1052122
74 East Second Street, Moorestown, NJ 08057
63
Wealthminder
score

Thomas Marrollo (CRD# 1052122) is an Investment Advisor Representative working at Apogee Financial Services Group, Inc. in Moorestown, NJ and has over 34 years of experience in the finance industry.

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