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).
Total Assets Under Management1,261MILLION
Total Number of Accounts30ACCOUNTS
Average Account Value$42,041,885
- 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, IL, NY, VA