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APEX INVESTMENT GROUP

APEX INVESTMENT GROUP, LLC

CRD 333593 · SEC 801-131502

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145 MAIN ST, HUDSON, MA, 01749, United States

Phone

7743510805

Fax

7743510802

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$211.1M

Discretionary AUM

$205.4M

Team

6 total employees; 3 advisory reps; 191 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals463$104.5M
High net worth individuals56$99.2M
Corporations/business entities7$3.2M

States served

VT, AZ, LA, ME, MA, NV, NY, NC, PA, RI, VA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD