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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-01-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 21, 2025 and March 29, 2026, reported AUM increased 1.7%, from $118.6M to $120.6M.
Across 5 reported observations, AUM increased 0.3% between March 16, 2022 and March 29, 2026, from $120.2M to $120.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 123 clients, or 123 clients per representative. That equates to $980.4K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on March 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
KEVIN EUGENE VANDENBERG
Chief Compliance Officer, Chief Executive Officer, Managing Member, Owner, President
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Apogee Investment Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.