This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- SummitMeridian pioneer
- Established Date
- 04-29-2024
- Office Locations
- 4
Office Locations
About Apricity Financial, LLC
Apricity Advisors (Apricity Financial, LLC) is a Mystic, CT-based firm providing collaborative planning via its Chief Planning Officer program, insurance and risk management through Apricity Protect, disciplined asset management, and M&A-focused investment banking guidance. It supports clients with substantial assets and complex balance sheets; public filings indicate portfolios are predominantly ETF-based, with custody including Schwab and LPL.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL SCOTT BERRY
PRINCIPAL
- CRD
- #3168996
- Ownership
- Less than 5%
LINDSEY MARIE CRUZ
Chief Compliance Officer, President
- CRD
- #5120924
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Randy Long
--
- CRD
- #7801756
KEVIN GENE MATSON
--
- CRD
- #2503989
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $87,817,922 | $522,726 |
| Non-Discretionary | $22,978,639 | $1,641,331 |
| Total | $110,796,561 | $608,772 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $110,796,561
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,863,294,469 | 31.4% |
| Equity - Exchange | $1,062,196,528 | 17.9% |
| Cash | $344,175,411 | 5.8% |
| Municipal Bonds | $1,590,327,763 | 26.8% |
| Private Funds | $1,074,064,647 | 18.1% |
| Total | $5,934,058,818 | 100.0% |