Apogee Investment Management

Apogee Investment Management (CRD# 173687) is a financial advisory firm headquartered in , . They manage $108,150,667 in 115 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $940,441
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY, PA

Financial Advisors at Apogee Investment Management
No Advisor Found.
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