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Apexium Financial is based out of New York. Apexium Financial is a large advisory firm with 355 clients and discretionary assets under management (AUM) of $544,083,697 (Form ADV from 2017-09-01). Their last reported 13F filing for Q4 2018 included $10,421,000 in managed 13F securities and a top 10 holdings concentration of 91.73%. Apexium Financial's largest holding is First Trust Value Line Dividend Index Fund with shares held of 72,811. Whalewisdom has at least 1 13F filings

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Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NEW YORK NY    10017
Country: United States

Business Phone: 212-697-1000 X1221
Fax: 212-697-1879
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 11
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,% OF ASSETS UNDER ADVISEMENT
Amount of client funds and securities: 4,078,930
Total Number of Clients: 355
Amount of client funds and securities by related persons: 4,078,930
Total Number of clients from related persons: 6
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018


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