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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerFocus
- Established Date
- 05-14-2021
- Office Locations
- 1
Office Locations
About Apex Fiduciary Advisors LLC
Apex Fiduciary Advisors is a Wisconsin-based RIA with 30+ years advising clients locally and nationwide. The team builds personalized financial plans and investment strategies, with ongoing monitoring and adjustments toward today, tomorrow, and legacy goals. Services include investment planning, portfolio construction, estate and business-succession planning, and insurance guidance. Custodies with Charles Schwab; portfolios emphasize public funds and ETFs.
Team overview
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Client Personas
Custodian
Investment Themes
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Technology
Owner & Executives
THOMAS JAMES FREITAG
Chief Compliance Officer, President
- CRD
- #2255886
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Sandra Kaye Zimbric
--
- CRD
- #6869752
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,887,545 | -- |
| Non-Discretionary | $38,952,889 | -- |
| Total | $47,840,434 | -- |
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Separately Managed Accounts
Total SMA Asset: $47,840,434
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $924,293,060 | 26.1% |
| Equity - Exchange | $1,572,360,609 | 44.4% |
| Cash | $1,044,699,053 | 29.5% |
| Total | $3,541,352,722 | 100.0% |