APEX STRATEGIC WEALTH, LLC
Chattanooga, Tennessee
Apex Strategic Wealth, LLC is a leading investment advisory firm based out of Chattanooga, TN. With over 520 individual clients and an impressive $146,220,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The firm operates from a single office location and offers a range of services, including insurance brokering and agent assistance.
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Assets Under Mgmt
$146.22M
Investment Professionals
6
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Articles
Articles
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