$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Oak foundationPathway legacy +more
- Established Date
- 04-16-2021
- Office Locations
- 2
Office Locations
-- Denver CO
-- Villa Park IL
About Apis Financial Group, LLC
APIS Financial Group, LLC is a boutique retail RIA providing financial planning and portfolio construction, including estate and business-succession planning, retirement plan guidance, and insurance solutions. Portfolios emphasize asset allocation using ETFs and public mutual funds, alongside cash allocations. Custody includes Charles Schwab and Merrill Lynch, with offices in Illinois and Colorado.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$509.8K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Meridian
Custodian
Horizon Value Ridge harbor Bridge Quantum horizon Peak horizon Vital atlas Optima focus Catalyst Catalyst unison Glacier Foundation bridge Foundation alpha Momentum Beacon Legacy fusion Summit element Summit insight Optima
Fund Managers
Capital alpha
Investment Themes
Radial
Investment Vehicles
Crest pathway
Platform
Ember
Services
Signal value Focus Eagle Alpha Ridge vertex Ridge crest Momentum Matrix
Technology
Legacy matrix Beacon Insight crest
Owner & Executives
P
PETER JOHN SOLTESZ
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2553740
- Ownership
- 75% or more
(872) 334-2672
wave.north@embercapital.com
in linkedin.com/in/alpha-momentum
Showing 1 of 1 owners & executives
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R
RYAN DANIEL FINN
Senior Manager
- CRD
- #6004705
(760) 432-3422
signal.north@eaglecapital.com
in linkedin.com/in/wave-north
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,078,011 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,078,011 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,078,011
Cash:
47.0% Equity - Exchange:
27.8% Public Funds:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $686,842,053 | 47.0% |
| Equity - Exchange | $406,259,767 | 27.8% |
| Public Funds | $368,264,250 | 25.2% |
| Total | $1,461,366,070 | 100.0% |