Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474515025
SEC advisor number
801-107760
FINRA CRD number
283726
AUM ?
$2.64 bn
(as of 28 Mar 24)
Accounts
2,541
(as of 28 Mar 24)
Employees
14
(10 investment advisory or research)
Address
Apexium Financial
529 FIFTH AVENUE, 4TH FLOOR
NEW YORK
NY 10017
529 FIFTH AVENUE, 4TH FLOOR
NEW YORK
NY 10017
Phone
212-225-9500
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22