|
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| APO Financial Services LLC
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|
|
|---|---|
| CRD # | 297647 |
| SEC # | 801-118090 |
| CIK # | |
| AUM | $132.4 MM (2023-03-31) |
| Employees | 11 (100% Investors, 9% Brokers) |
| Phone | 720-588-2000 |
| Address | 10155 Westmoor Drive Westminster, CO 80021-2627 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 484 | 72.6 |
| (b) Individuals (high net worth individuals) | 85 | 59.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,130 | 132.4 |
| By Discretionary | ||
| Discretionary | 1,130 | 132.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,130 | 132.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.4 | |
| Total | 1,130 | 132.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
AAM Fee-Only Financial Planning and Investment Advisory LLC
✚
|
MI | 0.1 |
|
Winthrop Partners - WNY LLC
✚
|
NY | 0.1 |
|
Lifeplan Investment Advisors Inc
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|
NC | 0.1 |
|
Sherclar Inc
✚
|
NC | 0.1 |
|
Figure 8 Investment Strategies LLC
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|
ID | 0.1 |
|
Bay Capital Advisors LLC
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|
VA | 0.1 |
|
Kanani Advisory Group Inc
✚
|
CA | 0.1 |
|
Providence Financial and Insurance Services Inc
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|
CA | 0.1 |
|
Noblebridge Wealth Management LLC
✚
|
NJ | 0.1 |
|
Rinaldi Wealth Management Inc
✚
|
FL | 0.1 |