APOGEE FINANCIAL SERVICES GROUP, INC.

Overview

Apogee Financial Services Group, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm concentrates on serving individual and family clients, charging fees based on a percentage of assets under management. Its core advisory services are financial planning and portfolio management for individuals and small businesses. The firm identifies as single-state in scope and does not characterize itself as an active ESG investor or a capital allocator. Apogee maintains professional relationships with accountants and law firms, which it lists as industry affiliations supporting its client work. It does not describe pension consulting or related-adviser activities in the available materials.

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Public Holdings

Investments & Alternatives

Location & Offices