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Fund Manager

Apex Financial Advisors

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Apex Financial Advisors

Fund Manager

Primary Strategy: Real Estate

Year Founded: 2010

Number of Employees: 13

Ownership: Privately Held

Year End: December

Description

Apex Financial Advisors is a premier investment management firm and multi-family office specializing in comprehensive financial advisory services including investments, commercial real estate, and tax advice. As an independent, fee-only Registered Investment Advisor, we guide our clients to financial success and security. Apex was founded on the concept of providing independent financial and inv

Contact

Website: Link to website

LinkedIn: linkedin.com/company/apex-financial-advisors-inc

Address

85 South Main Street, Yardley, Pennsylvania, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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