Overview
Assets Under Management: $111 million
Headquarters: WESTMINSTER, CO
High-Net-Worth Clients: 6
Average Client Assets: $2 million
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