Apex Financial Advisors Inc

Apex Financial Advisors Inc is a private equity company based in Yardley, PA. They operate 2 private funds and have approximately $174.6 million in total assets under management (AUM). You can view more information on Apex Financial Advisors Inc including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Apex Financial Advisors Inc

Apex Financial Advisors, Inc
85 South Main Street
Yardley, PA 19067
United States

Phone: 215-493-1900
Fax: 215-253-3105
Website: http://www.apexfinancialadvisors.com

Overview of Apex Financial Advisors Inc

Org. Type: Corporation

Registration Country: United States

0

SEC#: 801-71884

Org#: 155210

Legal Issues: No legal issues reported

Company Type: Private Equity

Pooled Investments: 0 percent

Private Funds Managed(2): Afakop Llc, Afabj Llc

Ownership/Leadership of Apex Financial Advisors Inc

 

Robert Alan ConnellChief Compliance Officer

Apex Financial Advisors Inc Key Stats and Charts

Discretionary AUM: $168 million

Apex Financial Advisors Inc discretionary AUM

Rank: 746 out of 1975 private equity companies

Total AUM: $175 million

Apex Financial Advisors Inc total assets under management (AUM)

Rank: 781 out of 1975 private equity companies

# of Accounts: 521

Apex Financial Advisors Inc total client accounts

Rank: 47 out of 1975 private equity companies

Average Account Size: 335125.477927

Apex Financial Advisors Inc average account size

Rank: 909 out of 1975 private equity companies

# of Employees: 5

Apex Financial Advisors Inc has 5 employees

Rank: 801 out of 1975 private equity companies

# of Private Funds: 2

Apex Financial Advisors Inc operates 2 private Private Equity funds

Rank: 1073 out of 1975 private equity companies

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