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APRICITY FINANCIAL, LLC
CRD 330201 · SEC 801-134856
CA, United States
Phone
855-449-7100
Fax
203-304-6369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.8M
Discretionary AUM
$87.8M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $20.2M |
| High net worth individuals | 33 | $74.0M |
| Pension/profit sharing plans | 11 | $16.6M |
States served
CA, LA, MA, MS, NY, NC, TX, CT
All web addresses on file
Official SEC filing: View on IAPD