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APEX WEALTH MANAGEMENT, LLC
Tel: 603-488-2475
1 Hardy Rd #400
Bedford, New Hampshire 03110
APEX WEALTH MANAGEMENT, LLC
APEX WEALTH MANAGEMENT, LLC is a Bedford, New Hampshire based financial advisory firm with nearly $170,183,968 in assets under management and provides investment advisory services for 264 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
317091
SEC#:
801-122628
No. of Clients:
264
Assets under Management
$170,183,968
No. of Advisors:
2
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