Overview
Assets Under Management: $211 million
Headquarters: HUDSON, MA
High-Net-Worth Clients: 56
Average Client Assets: $1.8 million
Frequently Asked Questions
APEX INVESTMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333593), APEX INVESTMENT GROUP is subject to fiduciary duty under federal law.
APEX INVESTMENT GROUP is headquartered in HUDSON, MA.
APEX INVESTMENT GROUP serves 56 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, APEX INVESTMENT GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
APEX INVESTMENT GROUP manages $211 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, APEX INVESTMENT GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.01%
Average Client Assets: $1.8 million
Total Client Accounts: 1,201
Discretionary Accounts: 1,092
Non-Discretionary Accounts: 109
Regulatory Filings
CRD Number: 333593
Filing ID: 2074122
Last Filing Date: 2026-03-25 15:54:03