# Apogee Financial Services Group, Inc.

> Apogee Financial Services Group, Inc. is a state-registered investment advisory firm in Moorestown, NJ, registered since 1994, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 10, 2024.

- CRD: 129527
- Filed as: APOGEE FINANCIAL SERVICES GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Moorestown, NJ
- Filing period: October 2026
- Form ADV filing dated: July 10, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129527
- AdvisorCensus page: https://advisorcensus.com/firm/apogee-financial-services-group-inc-moorestown-nj-129527

## Quick answers

**How is Apogee Financial Services Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Apogee Financial Services Group, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Apogee Financial Services Group, Inc. located?**
Apogee Financial Services Group, Inc.'s principal office is in Moorestown, NJ, according to its Form ADV.

**Is Apogee Financial Services Group, Inc. registered with the SEC or a state?**
Apogee Financial Services Group, Inc. is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 129527.

**How much does Apogee Financial Services Group, Inc. manage?**
Apogee Financial Services Group, Inc. reports $48,545,731 in regulatory assets under management in its Form ADV filing dated July 10, 2024 (0% discretionary).

**What types of clients does Apogee Financial Services Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124).

**Does Apogee Financial Services Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129527

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $48,545,731
- Discretionary: $0
- Non-discretionary: $48,545,731

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 124 | $48,545,731 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- apogeefinancial.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Apogee Financial Services Group, Inc. (CRD 129527): Form ADV filing data as of October 2026.