APEXEDGE LLC
Firm details
- Headquarters
- GRIMES, Iowa
- CRD number
- 339077
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Apexedge LLC is a limited liability company that operates as a capital allocator. The firm specializes in financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. While it does not actively engage in ESG investing, Apexedge LLC maintains a diverse range of investment activities. The firm is classified as unclassified and does not have a multi-state advisory presence. Its fee structure includes a percentage of assets under management and fixed fees, catering to a variety of client needs.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1KIRK BOND
Investment Advisor RepresentativeCRD 2272596
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GRIMES, IA
POLK
Location
GRIMES, IA
Headquartered in GRIMES, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- POLK
- Address
- 408 SE 2nd St
- Time zone
- CT (UTC-6)
- Office locations
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