Apeiron RIA is an investment advisor in Dallas with $605.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
320332598
SEC advisor number
801-110974
FINRA CRD number
289273
AUM ?
$605.00 mm
(as of 22 Sep 22)
Accounts
2,868
(as of 22 Sep 22)
Employees
14
(9 investment advisory or research)
Office hours
Monday - Friday, 8-5
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Marsden, James, Michael | Owner & Chief Compliance Officer | 04/2019 | < 5% |
| Jmars Financial, LLC | Owner | 11/2020 | 50-75% |
| the Hammel Group, Inc | Owner | 11/2020 | 50-75% |
| Marsden, James, Michael | Member | 11/2020 | > 75% |
| Hammel, Scott, Dale | Member | 11/2020 | > 75% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
18 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22