Apogee Investment Management

Apogee Investment Management (CRD# 173687) is a financial advisory firm headquartered in Camillus, NY. They manage $67,666,855 in 121 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $559,230
Compensation Options
  • A percentage of assets under your management
  • Other
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
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.

FL, NY, PA

Financial Advisors at Apogee Investment Management
No Advisor Found.
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