APEXIUM FINANCIAL LP

DALLAS, Texas·5 registered advisors·CRD# 283726
SEC# 801-1077603212-225-9500
01

Firm Overview

AUM
$2.6B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at APEXIUM FINANCIAL LP

5 registered advisors
Cory Michael Chmelka
DALLAS, Texas
David Benjamin Bruckman
NEW YORK, New York
David Joseph Pilaitis
DALLAS, Texas
CFP
Matthew Anthony Marcello
DALLAS, Texas
CFP
Robert Thomas Brown
DALLAS, Texas
CFP
05

Office Locations

DALLAS, Texas
4 advisors
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. APEXIUM FINANCIAL LP (CRD# 283726) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.