Apogee Wealth Management
Apogee Wealth Management (CRD# 328392) is a financial advisory firm headquartered in Northville, MI. They manage $5,000,000 in 16 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$312,500
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Apogee Wealth Management
1
Russell Harris (CRD# 4554081) is an Investment Advisor Representative working at Apogee Wealth Management in Northville, MI and has over 21 years of experience in the finance industry.
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