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APEX STRATEGIC WEALTH, LLC

Tel: 423 267 0046
3800 St. Elmo Ave.
Suite 305
Chattanooga, Tennessee  37409

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APEX STRATEGIC WEALTH, LLC

APEX STRATEGIC WEALTH, LLC is a Chattanooga, Tennessee based financial advisory firm with nearly $227,271,694 in assets under management and provides investment advisory services for 1331 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 , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

308569

SEC#:

801-118732

No. of Clients:

1331

Assets under Management

$227,271,694

No. of Advisors:

8

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