APO FINANCIAL SERVICES, LLC
CRD #297647 SEC #801-118090 WESTMINSTER, CO (720) 588-2000
SEC Registered
Total AUM
$111.2M
Discretionary
$109.7M
Employees
7
Clients
10
Accounts
929
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $111.2M | $109.7M | $1.4M | 7 | 0 |
| Mar 2024 | $100.3M | $100.3M | $0 | 8 | 0 |
| Oct 2023 | $132.4M | $132.4M | $0 | 9 | 0 |
| May 2023 | $132.4M | $132.4M | $0 | 9 | 0 |
| Apr 2023 | $132.4M | $132.4M | $0 | 11 | 0 |
| Mar 2023 | $132.4M | $132.4M | $0 | 11 | 0 |
| Nov 2022 | $126.7M | $126.7M | $0 | 11 | 0 |
| Oct 2022 | $126.7M | $126.7M | $0 | 11 | 0 |
| Jul 2022 | $126.7M | $126.7M | $0 | 11 | 0 |
| Jun 2022 | $126.7M | $126.7M | $0 | 11 | 0 |
| Mar 2022 | $126.7M | $126.7M | $0 | 11 | 0 |
| Dec 2021 | $112.4M | $112.4M | $0 | 10 | 0 |
| Dec 2021 | $112.4M | $112.4M | $0 | 10 | 0 |
| Oct 2021 | $112.4M | $112.4M | $0 | 10 | 0 |
| Sep 2021 | $112.4M | $112.4M | $0 | 10 | 0 |
| Apr 2021 | $112.4M | $112.4M | $0 | 10 | 0 |
| Mar 2021 | $112.4M | $112.4M | $0 | 10 | 0 |
| Mar 2021 | $104.1M | $104.1M | $0 | 10 | 0 |
| Oct 2020 | $104.1M | $104.1M | $0 | 10 | 0 |
| Jun 2020 | $104.1M | $104.1M | $0 | 10 | 0 |
| Apr 2020 | $104.1M | $104.1M | $0 | 10 | 0 |
| Jan 2020 | $101.3M | $101.3M | $0 | 10 | 0 |
| Jan 2020 | $101.3M | $101.3M | $0 | 4 | 0 |
DateApr 2025
Total AUM$111.2M
Discretionary$109.7M
Non-Disc.$1.4M
Employees7
Clients0
DateMar 2024
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2023
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees11
Clients0
DateNov 2022
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees11
Clients0
DateOct 2022
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees11
Clients0
DateJul 2022
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2022
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$126.7M
Discretionary$126.7M
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees10
Clients0
DateDec 2021
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees10
Clients0
DateOct 2021
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2021
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2020
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees10
Clients0
DateJan 2020
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0