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Irene Gerasimos Apergis

ARROWROOT FAMILY OFFICE, LLC·MARINA DEL REY, California
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4553 GLENCOE AVENUE, MARINA DEL REY, CA 90292CRD# 3230747Firm CRD# 168744
01

About

Irene Gerasimos Apergis is a registered financial advisor based in MARINA DEL REY, California, affiliated with ARROWROOT FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ARROWROOT FAMILY OFFICE, LLC
ARROWROOT FAMILY OFFICE, LLC
AUM
$309M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at ARROWROOT FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3230747
Firm CRD# 168744
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Irene Gerasimos Apergis offer?
Irene Gerasimos Apergis specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MARINA DEL REY, California for a consultation.
What are Irene Gerasimos Apergis's credentials?
Irene Gerasimos Apergis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Irene Gerasimos Apergis located?
Irene Gerasimos Apergis is based in MARINA DEL REY, California, working with ARROWROOT FAMILY OFFICE, LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.
How does Irene Gerasimos Apergis charge for services?
Irene Gerasimos Apergis's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARROWROOT FAMILY OFFICE, LLC?
ARROWROOT FAMILY OFFICE, LLC has approximately 17 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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