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).

Current Firm Details
74 East Second Street, Moorestown, NJ 08057
http://www.apogeefinancial.net/
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
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 Jordan, financial advisor Moorestown NJ
Craig R. Jordan
CRD#: 2134463
74 East Second Street, Moorestown, NJ 08057

Craig Jordan (CRD# 2134463) is an Investment Advisor Representative working at Apogee Financial Services Group, Inc. in Moorestown, NJ and has over 33 years of experience in the finance industry.

2
Thomas Marrollo, financial advisor Moorestown NJ
Thomas J. Marrollo
CRD#: 1052122
74 East Second Street, Moorestown, NJ 08057

Thomas Marrollo (CRD# 1052122) is an Investment Advisor Representative working at Apogee Financial Services Group, Inc. in Moorestown, NJ and has over 41 years of experience in the finance industry.

3
Laurent Metzler, financial advisor Moorestown NJ
Laurent W. Metzler
CRD#: 839578
74 East Second Street, Moorestown, NJ 08057

Laurent Metzler (CRD# 839578) is an Investment Advisor Representative working at Apogee Financial Services Group, Inc. in Moorestown, NJ and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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