APEX FINANCIAL LTD

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
0
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
THORNTON, Colorado
CRD number
342652
Registered since
May 13, 2026

Firm profile

FINTRX

Overview

Apex Financial Ltd. is organized as a domestic corporation that is registered with the SEC in 2026 and is classified in the dataset as unclassified. Publicly recorded characteristics indicate the firm is not positioned as a capital allocator to external managers, does not market itself as an active ESG investor, and does not operate as a multi-state adviser or pension consultant. Core activity labels in the record identify Apex Financial Ltd. as an investment sponsor/manager — acting as an adviser and sponsor, a general partner, and a managing member of pooled investment vehicles. The profile contains limited disclosure about client segments, fee schedules, or day-to-day advisory activities, so the firm’s target clientele and retail versus institutional emphasis are not apparent from the available snapshot.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

THORNTON, CO

ADAMS

Location

THORNTON, CO

Headquartered in THORNTON, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
ADAMS
Address
11301 Colorado Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth