Apexium Financial
Financial Services • 
Dallas, Texas, United States • 11-20 Employees
Company overview
| Headquarters | 1920 McKinney Ave, Suite 700, Dallas, Texas 75201, US |
| Phone number | +12122259500 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Preservation, Asset Protection, Business Succession, Personal Financial Planning, Investment Management & Advisory, 401(K) Plans & Retirement Benefits |
| Founded | 2016 |
| Employees | 11-20 |
| Socials |
Key Contacts at Apexium Financial
Bridges Dickey
Director
Jillian Dragone
Director Of Investment Research
Taylor Martins
Associate Director
Laurie Samay
Director Of Financial Planning
Lauren Flemen
Director
Apexium Financial Email Formats
Apexium Financial uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@apexiumfin.com), used 53.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@apexiumfin.com | 53.3% |
{first name}.{last name} | john.doe@apexiumfin.com | 26.7% |
{first initial}{last name} | jdoe@apexiumfin.com | 20% |
About Apexium Financial
Apexium Financial LP (“Apexium Financial”) offers comprehensive financial planning, investment advisory, insurance and risk management services to a select group of private clients and institutions. Our team of professionals have advanced certifications and degrees, including the CFP®, CFA, CIMA®, CPWA®, CPA, and PFS., representing an extensive level of education and experience.
Apexium Financial revenue & valuation
| Annual revenue | $1,283,325 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Apexium Financial has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Apexium Financial has never raised funding before.
Apexium Financial Tech Stack
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Frequently asked questions
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