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Andres Chavez

APEX INVESTMENTS MANAGEMENT US, LLC·COCONUT GROVE, Florida
Unclaimed Profile
2665 SOUTH BAYSHORE DRIVE, COCONUT GROVE, FL 33133CRD# 7652366Firm CRD# 322874
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About

Andres Chavez is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with APEX INVESTMENTS MANAGEMENT US, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
APEX INVESTMENTS MANAGEMENT US, LLC
APEX INVESTMENTS MANAGEMENT US, LLC
AUM
$134M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at APEX INVESTMENTS MANAGEMENT US, LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7652366
Firm CRD# 322874
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andres Chavez offer?
Andres Chavez specializes in Retirement Planning. Contact their office in COCONUT GROVE, Florida for a consultation.
What are Andres Chavez's credentials?
Andres Chavez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andres Chavez located?
Andres Chavez is based in COCONUT GROVE, Florida, working with APEX INVESTMENTS MANAGEMENT US, LLC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.
How does Andres Chavez charge for services?
Andres Chavez's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX INVESTMENTS MANAGEMENT US, LLC?
APEX INVESTMENTS MANAGEMENT US, LLC has approximately 4 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Spencer Cecola — ROO CAPITAL MANAGEMENT I, LLCJose Guillermo Mata — APEX INVESTMENTS MANAGEMENT US, LLCFrancis Charles Armstrong — MANAGED ACCOUNT SERVICES INCNova Madueno Bailon — EKANTA WEALTH ADVISORS LLCRobert Joseph Gordon — MANAGED ACCOUNT SERVICES INC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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