Apogee Wealth Partners, LLC
Apogee Wealth Partners, LLC (CRD# 310419) is a financial advisory firm headquartered in Chattanooga, TN. They manage $75,708,331 in 185 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management76MILLION
-
Total Number of Accounts185ACCOUNTS
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Average Account Value$409,234
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, NC, TN
Financial Advisors at Apogee Wealth Partners, LLC
1
George Bryant (CRD# 1860625) is an Investment Advisor Representative working at Apogee Wealth Partners, LLC in Chattanooga, TN and has over 24 years of experience in the finance industry.
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