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APPOMATTOX ADVISORY, INC
CRD 153731 · SEC 801-71652
551 5TH AVE, 26TH FLOOR, NEW YORK, NY, 10176, United States
Phone
212-895-3000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.6M
Discretionary AUM
$68.4M
Team
6 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $379.4M |
| Pooled investment vehicles | 7 | $39.0M |
| Charitable organizations | 1 | $7.2M |
States served
NJ, NY, CT, FL
All web addresses on file
Official SEC filing: View on IAPD