Apogee Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $69.3 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Florida and Georgia.
Apogee Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Apogee Wealth Management, LLC is $69.3 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Apogee Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Peter Anthony Maher has been acting as President since 1 Jul 2006. Ceilon Hamp Rentz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Apogee Wealth Management, LLC performs its advisory services is located at 3330 Cumberland Boulevard, Suite 400, Atlanta, GA 30339, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404-419-7110 or by fax 404-419-7101. The normal business hours are 9am- 6pm on Monday - Friday. You can find more information about the New York firm at apogee360.com.