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Joseph Russell Weidenburner

APEX FINANCIAL ADVISORS, INC·YARDLEY, Pennsylvania
APEX FINANCIAL ADVISORS, INC
85 SOUTH MAIN STREET, YARDLEY, PA 19067CRD# 6136484Firm CRD# 155210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Russell Weidenburner · YARDLEY, PA
Registration
CRD #6136484 · APEX FINANCIAL ADVISORS, INC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Joseph Russell Weidenburner is a registered financial advisor based in YARDLEY, Pennsylvania, affiliated with APEX FINANCIAL ADVISORS, INC. 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
Introduction

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03

Firm Overview

Firm
APEX FINANCIAL ADVISORS, INC
APEX FINANCIAL ADVISORS, INC
AUM
$538M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at APEX FINANCIAL ADVISORS, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6136484
Firm CRD# 155210
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Russell Weidenburner offer?
Joseph Russell Weidenburner specializes in Financial Planning, Investment Management. Contact their office in YARDLEY, Pennsylvania for a consultation.
What are Joseph Russell Weidenburner's credentials?
Joseph Russell Weidenburner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Russell Weidenburner located?
Joseph Russell Weidenburner is based in YARDLEY, Pennsylvania, working with APEX FINANCIAL ADVISORS, INC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.
How does Joseph Russell Weidenburner charge for services?
Joseph Russell Weidenburner'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 APEX FINANCIAL ADVISORS, INC?
APEX FINANCIAL ADVISORS, INC has approximately 8 employees and manages $538M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APEX FINANCIAL ADVISORS, INC

Robert Alan Connell
YARDLEY, PA

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