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).
Current Firm Details
By the Numbers
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Total Assets Under Management68MILLION
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Total Number of Accounts121ACCOUNTS
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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

Registered Investment Advisor
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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