RIA Intel›Advisers›New Jersey›APOGEE FINANCIAL SERVICES GROUP, INC.

APOGEE FINANCIAL SERVICES GROUP, INC.

Advisory

MOORESTOWN, NJ

Data as of Jul 10, 2024 · Source: SEC Form ADV

Rank in NJ

#726

of 775 advisers by AUM

Average account

$391K

across 124 accounts

AUM per adviser

$16M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2024.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$49M

Discretionary AUM$0

Non-Discretionary AUM$49M

Discretionary %0%

Total Clients124

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ

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

124 clients

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

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