Apto Partners, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Mendham, New Jersey
CRD number
155843
Registered since
July 25, 2011

Firm profile

FINTRX

Overview

Apto Partners, LLC is organized as a limited liability company and has been SEC-registered since 2011. Public records classify the firm as "unclassified" and identify its owner type as an individual. Filings indicate the firm does not operate as a capital allocator, does not position itself as an active ESG investor, and is not registered as a multi-state adviser, a pension consultant, or a related adviser to another entity. Other operational details such as target client segments, advisory services, fee schedule, and specific business activities are not disclosed in the provided source.

Assets & Accounts

Location & Offices

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

Contacts

1 of 1
  • Juan Espinosa

    FounderCRD 3268752

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Mendham, NJ

Morris

Location

Mendham, NJ

Headquartered in Mendham, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Morris
Address
5 Cold Hill Rd S
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth