RIA Intel›Advisers›Illinois›APIS FINANCIAL GROUP, LLC

APIS FINANCIAL GROUP, LLC

Advisory

IL

Data as of Apr 2, 2024 · Source: SEC Form ADV

Rank in IL

#1,611

of 1,719 advisers by AUM

Average account

$157K

across 26 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2024.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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