Apforia

Overview

Apforia is an independent, privately owned registered investment adviser incorporated in 2023. The firm serves both individual and family clients as well as institutional relationships and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Its billing structure is flexible and includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Apforia is not identified as an active ESG investor, is not a capital allocator, and is not designated as a multi-state adviser on the snapshot data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices