APEX FINANCIAL ADVISORS, INC

YARDLEY, Pennsylvania·2 registered advisors·CRD# 155210
SEC# 801-718840215-493-1900
01

Firm Overview

AUM
$538M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at APEX FINANCIAL ADVISORS, INC

2 registered advisors
Joseph Russell Weidenburner
YARDLEY, Pennsylvania
Robert Alan Connell
YARDLEY, Pennsylvania
05

Office Locations

YARDLEY, Pennsylvania
2 advisors

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Data sourced from SEC Form ADV filings. APEX FINANCIAL ADVISORS, INC (CRD# 155210) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.