$211.1M Total AUM
$205.4M Disc. AUM
-- 3Y CAGR
6 Employees
717 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-29-2024
- Office Locations
- 6
Office Locations
117 Kendrick ST Suite 300 Needham MA
128 Palazzi Pond RD Georges Mills NH
145 Main ST Hudson MA
About Apex Investment Group
Apex Investment Group is a fee-only fiduciary advisor providing hands-on financial planning and portfolio management for business owners and families. The firm emphasizes cash-flow and tax optimization and employee-benefit planning alongside diversified, asset-allocation portfolios using ETFs and mutual funds, with client access via Schwab Alliance and Fidelity.
Team overview
50 AVG AGE
$70.4M AVG AUM / ADVISOR
$294.4K AVG AUM / CLIENT
0.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSEPH EMERICK BAKAYSA
Investment Executive
- CRD
- #5427559
- Ownership
- 25% but less than 50%
Available
Available
Available
E
Edmond Corbett Griffin
PARTNER
- CRD
- #8287233
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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J
Joseph Jeff Charles
--
- CRD
- #8135322
Available
Available
Available
J
John Malone III
--
- CRD
- #8242443
Available
Available
Available
Showing 2 of 6 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,375,671 | $188,073 |
| Non-Discretionary | $5,732,598 | $52,593 |
| Total | $211,108,269 | $175,777 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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