Apex Financial Advisors, Inc.

Apex Financial Advisors, Inc. (CRD# 155210) is a financial advisory firm headquartered in Yardley, PA. They manage $537,914,172 in 553 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
85 South Main Street, Yardley, PA 19067
http://www.apexfinancialadvisors.com
By the Numbers
  • Total Assets Under Management
    538
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $972,720
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, PA, TX

Financial Advisors at Apex Financial Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Christine Ahearn, financial advisor Yardley PA
Christine M. Ahearn
CRD#: 4695936
85 South Main Street, Yardley, PA 19067

Christine Ahearn (CRD# 4695936) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 18 years of experience in the finance industry.

2
Stuart Caplan, financial advisor Yardley PA
Stuart A. Caplan
CRD#: 6619359
85 South Main Street, Yardley, PA 19067

Stuart Caplan (CRD# 6619359) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 8 years of experience in the finance industry.

3
Robert Connell, financial advisor Yardley PA
Robert A. Connell
CRD#: 804920
85 South Main Street, Yardley, PA 19067

Robert Connell (CRD# 804920) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 41 years of experience in the finance industry.

4
Joseph Weidenburner, financial advisor Yardley PA
Joseph R. Weidenburner
CRD#: 6136484
85 South Main Street, Yardley, PA 19067

Joseph Weidenburner (CRD# 6136484) is an Investment Advisor Representative working at Apex Financial Advisors, Inc. in Yardley, PA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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