Apogee Financial Services Group, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 129527
· Moorestown, NJ
· WWW.APOGEEFINANCIAL.NET
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ADV data as of Jul 10, 2024
- Regulatory AUM
- $48.5M
- Discretionary
- $0
- Clients
- 124
- Avg AUM / client
- $391K
- Accounts
- 124
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 124 | $48.5M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Russell Jordan | Registered representative | Jan 2004 (23y) | ||
| Laurent Wayne Metzler | Registered representative | Jan 2004 (23y) | ||
| Thomas John Marrollo | Registered representative | Feb 2009 (18y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2024 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2024.
View current Form ADV (SEC/IAPD) ↗