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Financial Advisor
Pennsylvania
Yardley
APEX FINANCIAL ADVISORS, INC

APEX FINANCIAL ADVISORS, INC

Tel: 215-493-1900 85 South Main Street Yardley, Pennsylvania 19067

About APEX FINANCIAL ADVISORS, INC

APEX FINANCIAL ADVISORS, INC is a Yardley, Pennsylvania based financial advisory firm with nearly $537,914,172 in assets under management and provides investment advisory services for 553 clients. There are currently 8 financial advisors at the firm.

General Information
Firm CRD#:

155210

Firm SEC#:

801-71884

Assets Under Management:

$537,914,172

No. of Clients:

553

No. of Advisors:

8

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (REAL ESTATE INVESTMENT AND MANAGEMENT)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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