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APOGEE INVESTMENT MANAGEMENT
KEVIN E. VANDENBERG, LLC
CRD 173687 · SEC 801-107567
NY, United States
Phone
3153800957
Fax
3154105678
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$120.6M
Discretionary AUM
$120.6M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $20.6M |
| High net worth individuals | 24 | $98.1M |
| Charitable organizations | 2 | $1.9M |
States served
NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD