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
Apogee Investment Management
By the Numbers
-
Total Assets Under Management108MILLION
-
Total Number of Accounts115ACCOUNTS
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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
Registered Investment Advisor
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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