Apex Financial Advisors Revenue

Financial Services • Yardley, Pennsylvania, United States • 11-20 Employees

Apex Financial Advisors revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contacts at Apex Financial Advisors

Robert Connell

Ceo

Ahsan Sardar

Director

Company overview

Headquarters	Yardley, Pennsylvania, United States
Phone number	+12154931900
Website	apexfinancialadvisors.com
NAICS	52
SIC	628
Keywords	Investments, Real Estate, Tax Planning, Insurance Planning, Commercial Real Estate, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Tax Advice, Income Tax
Founded	2010
Employees	11-20
Socials

Apex Financial Advisors Email Formats

Apex Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@apexfinancialadvisors.com), used 90.9% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@apexfinancialadvisors.com	90.9%
{first name}{last name}	johndoe@apexfinancialadvisors.com	9.1%

About Apex Financial Advisors

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 investment advice that is in the best interest of the client. We are a group of professionals who possess decades of excellence and diverse experience in the financial services industry. Our team expends significant energy and attention toward managing your assets in accordance with the values and principles that you embrace. Earning your trust is a vital component in our relationship and is ultimately our most distinguishing attribute.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

Entry

C-Suite

Employees by Department

Apex Financial Advisors has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Apex Financial Advisors has never raised funding before.

Apex Financial Advisors Tech Stack

Discover the technologies and tools that power Apex Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Nginx

Reverse proxies

Microsoft 365

Frequently asked questions

Apex Financial Advisors is located in Yardley, Pennsylvania, US.

You can reach Apex Financial Advisors at +12154931900.

Apex Financial Advisors generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Apex Financial Advisors has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Apex Financial Advisors was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Apex Financial Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Apex Financial Advisors

Robert Connell

Ceo

Ahsan Sardar

Director

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