April Asset Management LLC

Overview

April Asset Management LLC is an individually owned limited liability company that provides financial planning and portfolio management services aimed at individuals and small businesses. FINTRX lists the firm as unclassified and identifies its advisory activities as financial planning and discretionary portfolio management for private clients. The firm’s fee arrangements can include a percentage-of-assets model as well as hourly and fixed-fee engagements. FINTRX indicates April Asset Management is not an active ESG investor and is not designated as a capital allocator. The record also notes the firm is not a multi-state adviser, is not newly formed, and does not serve in a pension consultant or related-adviser capacity. Public disclosure in the available source is limited beyond those operational and fee-structure notes.

Assets & Accounts