APFS Wealth Management Inc

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Assets, Funds, Holdings

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APFS Wealth Management Inc
CRD #158964
SEC #801-72741
CIK #
AUM $599.3 MM (68% Disc, 100% US)
Employees45 (100% Investors, 44% Brokers)
Phone585-348-9525
Address350 Linden Oaks
Rochester, NY 14625
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Comparable Firms State AUM ($BB)
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0.6
Scarborough Advisors LLC
MD
0.6
Vision Capital Management Inc
OR
0.6
ACG Advisory Services Inc
VA
0.6
IAG Wealth Partners LLC
WI
0.6
Girard Securities Inc
CA
0.6
First Indian Bank FSB
IN
0.6
Cahill Financial Advisors Inc
MN
0.6
Forest Capital Management LLC
IL
0.6
Hengehold Capital Management LLC
OH
0.6