Apexium Financial LP

Apexium Financial LP (CRD# 283726) is a financial advisory firm headquartered in Dallas, TX. They manage $2,638,018,781 in 2,541 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
1920 Mckinney Ave., Suite 700, Dallas, TX 75201
https://twitter.com/apexiumfs
By the Numbers
  • Total Assets Under Management
    2,638
    MILLION
  • Total Number of Accounts
    2,541
    ACCOUNTS
  • Average Account Value
    $1,038,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, DC, FL, LA, MA, MD, NC, NH, NJ, NY, PA, RI, TX, VA

Financial Advisors at Apexium Financial LP
Showing 1 - 5 of 5 top financial advisors.
1
Alan Mandeloff, financial advisor Philadelphia PA
Alan H. Mandeloff
CRD#: 4578901
1800 Jfk Blvd, Philadelphia, PA 19103

Alan Mandeloff (CRD# 4578901) is an Investment Advisor Representative working at Apexium Financial LP in Philadelphia, PA and has 1 year of experience in the finance industry.

2
David Pilaitis, financial advisor Dallas TX
David J. Pilaitis
CRD#: 2829596
1920 Mckinney Ave., Suite 700, Dallas, TX 75201

David Pilaitis (CRD# 2829596) is an Investment Advisor Representative working at Apexium Financial LP in Dallas, TX and has over 26 years of experience in the finance industry.

3
Arnold Civins, financial advisor Scotch Plains NJ
Arnold J. Civins
CRD#: 7818219
Scotch Plains, NJ

Arnold Civins (CRD# 7818219) is an Investment Advisor Representative working at Apexium Financial LP in Scotch Plains, NJ and has 1 year of experience in the finance industry.

4
Sean Fellin, financial advisor Dallas TX
Sean D. Fellin
CRD#: 5414467
1920 Mckinney Ave., Suite 700, Dallas, TX 75201

Sean Fellin (CRD# 5414467) is an Investment Advisor Representative working at Apexium Financial LP in Dallas, TX and has over 2 years of experience in the finance industry.

5
Matthew Marcello, financial advisor Dallas TX
Matthew A. Marcello
CRD#: 4418159
1920 Mckinney Ave., Suite 700, Dallas, TX 75201

Matthew Marcello (CRD# 4418159) is an Investment Advisor Representative working at Apexium Financial LP in Dallas, TX and has over 22 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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