Apis Financial Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 312493
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals60.01%
- HNWI39.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Apis Financial Group, LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and serves a client base primarily consisting of individuals and families. Apis Financial Group employs a fee structure that includes a percentage of assets under management (AUM) as well as fixed fees, allowing for flexibility in how they charge clients for their services. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities30%
- Public Funds/Mutual Funds30%
Owners & executives
1 of 1
Peter Soltesz
CEOCRD 2553740
Contacts
1 of 1
Ryan Finn
PresidentCRD 6004705
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Point4ward Financial Planning
RIAESK Capital Management Inc.
RIAGC Asset Management
RIATemecula, CA
Pinecrest Advisors
RIANavigator Financial LLC
RIAFarmington, CT