APS WEALTH MANAGEMENT, LLC - Financial Advisor in New York, Melville

Tel: (516) 228-8444 1 Huntington Quadrangle Suite 3n03 Melville, New York 11747

About APS WEALTH MANAGEMENT, LLC

APS WEALTH MANAGEMENT, LLC is a Melville, New York based financial advisory firm with nearly $264,663,888 in assets under management and provides investment advisory services for 313 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

298233

Firm SEC#:

801-114000

Assets Under Management:

$264,663,888

No. of Clients:

313

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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305052

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4006

$1,703,650,906

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2064

$1,069,875,158

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1539

$720,848,515

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$644,083,351

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$418,143,884

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