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APOGEE FINANCIAL SERVICES GROUP, INC.
CRD 129527
74 EAST SECOND STREET, MOORESTOWN, NJ, 08057-0805, United States
Phone
856-234-3055
Fax
856-234-1217
Registration
— (—)
Source
State registered
Total AUM
$48.5M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2024-07-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $48.5M |
All web addresses on file
Official SEC filing: View on IAPD