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APEX FINANCIAL ADVISORS, INC

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

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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

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

Firm CRD#:

155210

SEC#:

801-71884

No. of Clients:

553

Assets under Management

$537,914,172

No. of Advisors:

8

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