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Robert James Morella

APEX CAPITAL MANAGEMENT, L.L.C.·LAFAYETTE, Louisiana
Unclaimed Profile
2901 JOHNSTON ST., SUITE 401, LAFAYETTE, LA 70503CRD# 4473330Firm CRD# 117059
01

About

Robert James Morella is a registered financial advisor based in LAFAYETTE, Louisiana, affiliated with APEX CAPITAL MANAGEMENT, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
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Firm Overview

Firm
APEX CAPITAL MANAGEMENT, L.L.C.
APEX CAPITAL MANAGEMENT, L.L.C.
AUM
$205M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at APEX CAPITAL MANAGEMENT, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4473330
Firm CRD# 117059
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert James Morella offer?
Robert James Morella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAFAYETTE, Louisiana for a consultation.
What are Robert James Morella's credentials?
Robert James Morella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Morella located?
Robert James Morella is based in LAFAYETTE, Louisiana, working with APEX CAPITAL MANAGEMENT, L.L.C.. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Robert James Morella charge for services?
Robert James Morella's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX CAPITAL MANAGEMENT, L.L.C.?
APEX CAPITAL MANAGEMENT, L.L.C. has approximately 12 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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