$120.6M Total AUM
$120.6M Disc. AUM
6.2% 3Y CAGR
2 Employees
123 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum beacon
- Established Date
- 11-01-2014
- Office Locations
- 1
Office Locations
-- Pulaski NY
About Apogee Investment Management
Apogee Investment Management is a Pulaski, NY wealth management firm providing holistic financial planning and portfolio management, coordinating tax, estate, and retirement considerations into a single strategy. The team brings 80+ years of industry experience and often implements portfolios with ETFs. Client accounts can be custodied and accessed through Charles Schwab.
Team overview
-- AVG AGE
$120.6M AVG AUM / ADVISOR
$980.4K AVG AUM / CLIENT
11.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vector Meridian eagle
Client Personas
Harbor
Custodian
Wave vital Vertex Quantum Foundation Zenith ridge Momentum
Investment Themes
Beacon Eagle zenith Eagle horizon
Investment Vehicles
Element horizon Frontier pioneer
Services
Vector Vector peak Radial Meridian pathway Prime prime Quantum Zenith value Oak Timber foundation Vertex
Technology
Wave
Owner & Executives
K
KEVIN EUGENE VANDENBERG
Chief Compliance Officer, Chief Executive Officer, Managing Member, Owner, President
- CRD
- --
- Ownership
- 75% or more
(411) 734-2840
eagle.capital@focuscapital.com
in linkedin.com/in/optima-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,584,393 | $369,891 |
| Non-Discretionary | $0 | -- |
| Total | $120,584,393 | $369,891 |
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Separately Managed Accounts
Total SMA Asset: $120,584,393
Equity - Exchange:
64.4% Cash:
35.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,961,000,712 | 64.4% |
| Cash | $2,742,416,543 | 35.6% |
| Total | $7,703,417,255 | 100.0% |