APO FINANCIAL SERVICES, LLC

APO FINANCIAL SERVICES, LLC of WESTMINSTER, CO is an SEC-registered investment adviser (CRD 297647). Regulatory assets under management: $124.3M.

Registration

• CRD: 297647
• SEC file number: 801-118090
• Type: Registered investment adviser
• Location: 10155 WESTMOOR DRIVE, SUITE 125, WESTMINSTER, CO, 80021-2627
• Phone: (720) 588-2000
• Latest filing: 2026-04-01
• Regulatory AUM: $124.3M
• Discretionary AUM: $124.3M
• Clients: 7
• Accounts: 929

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297647 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search