Apb Financial Group Ltd is a large advisory firm based in Wexford. It manages $61.5 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Ohio, Pennsylvania, and West Virginia.
Apb Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Apb Financial Group Ltd is $61.5 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Apb Financial Group Ltd for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James William Landis has been acting as President since 1 Jan 1994. Sandra Lee Monti joined the executive team most recently as the Corporate Secretary.
The principal office where Apb Financial Group Ltd performs its advisory services is located at 15001 Perry Highway, Wexford, PA 15090 The mailing address of the firm is 15001 Perry Highway, Warrendale, PA 15086. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-935-0100 or by fax 724-935-2511. The normal business hours are 8:30am - 5pm on Monday - Friday. You can find more information about the New York firm at www.apbfinancial.com.