APO FINANCIAL SERVICES, LLC

RIASEC RegisteredEst. 2020

Total AUM

$124M

Discretionary

$124M

100% of AUM

Avg account

$134K

Accounts

929

Employees

Advisory reps

Firm details

Headquarters: WESTMINSTER, Colorado
CRD number: 297647
Registered since: February 14, 2020
Website: apofinancial.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals91.89%
HNWI8.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

APO Financial Services, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is owner-operated and focuses on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory services also include pension consulting and educational seminars or workshops. Fee arrangements include a percentage-of-AUM component as well as hourly and fixed-fee billing. APO does not position itself as an ESG investor and is not identified as a capital allocator. The firm lists industry relationships with another investment adviser and an insurance company.