Overview
Assets Under Management: $111 million
Headquarters: WESTMINSTER, CO
High-Net-Worth Clients: 6
Average Client Assets: $2 million
Frequently Asked Questions
APO FINANCIAL SERVICES, LLC 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 #297647), APO FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
APO FINANCIAL SERVICES, LLC is headquartered in WESTMINSTER, CO.
APO FINANCIAL SERVICES, LLC serves 6 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, APO FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
APO FINANCIAL SERVICES, LLC manages $111 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, APO FINANCIAL SERVICES, LLC 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 8.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 929
Discretionary Accounts: 924
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 297647
Filing ID: 1974964
Last Filing Date: 2025-04-01 08:26:00
Website: https://apofinancial.com