APEX FINANCIAL ADVISORS, INC
CRD #155210 SEC #801-71884 YARDLEY, PA 215-493-1900
SEC Registered Private Funds
Total AUM
$505.1M
Discretionary
$499.4M
Employees
10
Clients
101
Accounts
410
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| WEIDENBURNER, JOSEPH, RUSSELL | I | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | NA | |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
| CONNELL, ROBERT, ALAN | I | CHIEF EXECUTIVE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (5)
CA FL NJ PA TX
Address
85 SOUTH MAIN STREETYARDLEY, PA 19067
United States
Phone: 215-493-1900