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API FINANCIAL ADVISORS, LLC
CRD 304586 · SEC 801-117119
1950 ROCKLEDGE BLVD, UNIT 201, ROCKLEDGE, FL, 32955, United States
Phone
321-888-2599
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$84.7M
Discretionary AUM
$84.7M
Team
13 total employees; 13 advisory reps; 464 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 217 | $65.4M |
| High net worth individuals | 10 | $19.2M |
States served
AZ, AR, CA, GA, ID, NE, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD