$124.3M Total AUM
$124.3M Disc. AUM
-0.6% 3Y CAGR
7 Employees
542 ADV. Clients
6 yrs Firm Age
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- RidgeCapital
- Established Date
- 07-03-2019
- Office Locations
- 3
Office Locations
10155 Westmoor Drive Suite 175 Westminster CO
401 Mallory Lane Suite 100 Franklin TN
-- Lake Linden MI
About APO Financial Services, LLC
APO Financial Services is a retail RIA focused on holistic retirement planning for individuals nearing or in retirement, using its five-pillar PRIME model to build personalized, goal-based strategies. The firm connects planning across investments, taxes, insurance, and legacy/estate considerations, with portfolio construction that can include ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$17.8M AVG AUM / ADVISOR
$229.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Horizon Signal vector Legacy Legacy delta Vector summit
Client Personas
Horizon Legacy
Custodian
Insight Unison Beacon pathway Wave ember
Investment Themes
Ridge Eagle vector Timber
Investment Vehicles
Zenith Matrix
Services
Frontier Alpha Alpha alpha North Atlas Vertex vector Zenith Alpha delta
Technology
Delta crest Matrix
Owner & Executives
J
JOHNNY MICHAEL GOODHUE
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5677825
- Ownership
- 75% or more
(441) 230-2638
delta.capital@frontiercapital.com
in linkedin.com/in/pioneer-prime
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Leonard Croze
--
- CRD
- #7820094
(383) 545-7338
zenith.ridge@zenithcapital.com
in linkedin.com/in/fusion-legacy
K
KERRY RAY MORRIS
--
- CRD
- #5591864
(245) 375-2884
ridge.momentum@capitalcapital.com
in linkedin.com/in/radial-insight
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,251,289 | $133,747 |
| Non-Discretionary | $0 | -- |
| Total | $124,251,289 | $133,747 |
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Separately Managed Accounts
Total SMA Asset: $124,251,289
Public Funds:
31.8% Equity - Exchange:
36.6% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,666,644,046 | 31.8% |
| Equity - Exchange | $3,069,156,355 | 36.6% |
| Cash | $2,649,872,701 | 31.6% |
| Total | $8,385,673,102 | 100.0% |