# APOGEE FINANCIAL SERVICES GROUP, INC.

APOGEE FINANCIAL SERVICES GROUP, INC. of MOORESTOWN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 129527
- Type: SEC-registered investment adviser
- Location: 74 EAST SECOND STREET, MOORESTOWN, NJ, 08057-0805
- Phone: 856-234-3055
- Latest filing: 2024-07-10
- Regulatory AUM: $48.5M
- Non-discretionary AUM: $48.5M
- Clients: 3
- Accounts: 124

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129527/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129527/similar
- Related entities: https://search.stillhousedata.com/firm/129527/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129527

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.