Investment adviser · CRD 322896
APEX CLEARING
Investment adviser filing (IA)
APEX CLEARING HOUSE CORP
· Form ADV filed Jul 12, 2024
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 12, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Hourly
Principal office
CRD 322896
Filing source
Form ADV 1887400 · Jul 12, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.