RIA Intelligence

APB FINANCIAL GROUP LTD

CRD #111284 SEC #801-56070 WEXFORD, PA 724-935-0100
SEC Registered
Total AUM
$61.5M
Discretionary
$19M
Employees
--
Clients
26
Accounts
157

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
JUNE
Registration Date
--
Latest Filing
Jul 12, 2004
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAPO, MERO, JOSEPHIPRESIDENTNA Control
LANDIS, JAMES, WILLIAMICHIEF EXECUTIVE OFFICERNA Control
MONTI, SANDRA, LEEICORPORATE SECRETARYNA
FIRST PLACE HOLDINGS, INC.DEAPB FINANCIAL GROUP, LTD PARENT COMPANYE Control

Registrations

Federal

IA
Jul 12, 2004 REGISTERED

Notice Filings (3)

OH PA WV

Address

15001 PERRY HIGHWAY
WEXFORD, PA 15090
USA
Phone: 724-935-0100