CRD: 129527
Apogee Financial Services Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-1994
- Office Locations
- 1
Office Locations
About Apogee Financial Services Group, Inc.
Apogee Financial Services Group, Inc. is a Moorestown, NJ-based RIA serving retail clients with financial planning, portfolio construction, and integrated estate and tax planning plus insurance and annuity guidance. Investment implementation is actively managed, with SMA portfolios heavily using ETFs alongside investment-grade corporate bonds and cash. Custodies primarily at Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LAURENT WAYNE METZLER
Advisor, President
- CRD
- #839578
- Ownership
- 50% but less than 75%
CRAIG RUSSELL JORDAN
SENIOR VICE PRESIDENT, Vice President
- CRD
- #2134463
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,545,731 | -- |
| Total | $48,545,731 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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