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Christine Ann Keller

APEX WEALTH MANAGEMENT, LLC·BEDFORD, New Hampshire
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1 HARDY RD, BEDFORD, NH 03110CRD# 3155446Firm CRD# 317091
01

About

Christine Ann Keller is a registered financial advisor based in BEDFORD, New Hampshire, affiliated with APEX WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
APEX WEALTH MANAGEMENT, LLC
APEX WEALTH MANAGEMENT, LLC
AUM
$138M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at APEX WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3155446
Firm CRD# 317091
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christine Ann Keller offer?
Christine Ann Keller specializes in Financial Planning, Investment Management. Contact their office in BEDFORD, New Hampshire for a consultation.
What are Christine Ann Keller's credentials?
Christine Ann Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christine Ann Keller located?
Christine Ann Keller is based in BEDFORD, New Hampshire, working with APEX WEALTH MANAGEMENT, LLC. Their office serves clients in the BEDFORD metropolitan area and surrounding communities.
How does Christine Ann Keller charge for services?
Christine Ann Keller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX WEALTH MANAGEMENT, LLC?
APEX WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)
City Guides
PORTSMOUTH GuideCONCORD GuideMANCHESTER GuideHANOVER GuideLEBANON Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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