RIA Intelligence

APEX ADVISERS, LLC

CRD #149362 SEC #801-78007 ROCHESTER, NY 585-383-5540
SEC Registered
Total AUM
$71.2M
Discretionary
$68.1M
Employees
1
Clients
0
Accounts
146

Firm Details

Organization Type
Limited Liability Company
State of Formation
New York
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 12, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
BARRETT, ELIZABETH, ANNIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 12, 2020 REGISTERED

Notice Filings (1)

NY

Address

70 LINDEN OAKS
ROCHESTER, NY 14625
United States
Phone: 585-383-5540