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APO FINANCIAL SERVICES, LLC
CRD 297647 · SEC 801-118090
10155 WESTMOOR DRIVE, SUITE 125, WESTMINSTER, CO, 80021-2627, United States
Phone
(720) 588-2000
Fax
720-223-5755
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.3M
Discretionary AUM
$124.3M
Team
7 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 536 | $114.2M |
| High net worth individuals | 6 | $10.1M |
States served
CO, MI, TN, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD