Appomattox Advisory, Inc.
Appomattox Advisory, Inc. (CRD# 153731) is a financial advisory firm headquartered in New York, NY. They manage $1,190,009,537 in 28 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management1,190MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$42,500,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CT, FL, NY, VA