Appomattox Advisory, Inc.

Appomattox Advisory, Inc. (CRD# 153731) is a financial advisory firm headquartered in New York, NY. They manage $1,261,256,557 in 30 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,261
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $42,041,885
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

CT, FL, IL, NY, VA

Financial Advisors at Appomattox Advisory, Inc.
No Advisor Found.
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