Apex Financial Advisors, Inc, PA — Investment Adviser | BuildTrust

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APEX FINANCIAL ADVISORS, INC

Investment AdviceYARDLEY, PA

Assets Under Management

$505.1M

Total AUM

Donut chart: Discretionary 499.4M, Non-Discretionary 5.7M
Category	Value
Discretionary	499.4M
Non-Discretionary	5.7M

Adviser Information

Field	Value
CRD Number	155210
SEC Number	801-71884
Street Address	85 SOUTH MAIN STREET
Location	YARDLEY, PA 19067
Country	United States
Phone	215-493-1900
Fax	215-253-3105
Total Employees	10

Client Count by Type (98 Total)

Horizontal bar chart: High Net Worth Individual… 89, Investment Companies 8, Pension/Profit Sharing Pl… 1
Category	Value
High Net Worth Individual…	89
Investment Companies	8
Pension/Profit Sharing Pl…	1