Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 24
Average Client Assets: $4.1 million
Frequently Asked Questions
APOGEE INVESTMENT MANAGEMENT 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 #173687), APOGEE INVESTMENT MANAGEMENT is subject to fiduciary duty under federal law.
APOGEE INVESTMENT MANAGEMENT serves 24 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, APOGEE INVESTMENT MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
APOGEE INVESTMENT MANAGEMENT manages $121 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, APOGEE INVESTMENT MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.36%
Average Client Assets: $4.1 million
Total Client Accounts: 326
Discretionary Accounts: 326
Regulatory Filings
CRD Number: 173687
Filing ID: 2051154
Last Filing Date: 2026-03-29 11:19:47