Apexium Financial LP

Apexium Financial Lp

Financial Services, , New York, United States, 11-50 Employees

apexiumfin.com

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phone no Phone Number: 21********

Who is APEXIUM FINANCIAL LP

Apexium Financial LP (Apexium Financial) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families...

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  • New York, New York, United States Headquarters: New York, New York, United States
  • 2016 Date Founded: 2016
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from APEXIUM FINANCIAL LP

Apexium Financial LP Org Chart and Mapping

Employees

Hilary Lovell

Director of Client Services

Cfp® Laurie Samay

Director of Financial Planning

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Frequently Asked Questions Regarding Apexium Financial LP

Answer: Apexium Financial LP's headquarters are located at New York, United States

Answer: Apexium Financial LP's phone number is 21********

Answer: Apexium Financial LP's official website is https://apexiumfin.com

Answer: Apexium Financial LP's revenue is $1 Million to $5 Million

Answer: Apexium Financial LP's SIC: 6282

Answer: Apexium Financial LP's NAICS: 523940

Answer: Apexium Financial LP has 11-50 employees

Answer: Apexium Financial LP is in Financial Services

Answer: Apexium Financial LP contact info: Phone number: 21******** Website: https://apexiumfin.com

Answer: Apexium Financial LP (Apexium Financial) offers comprehensive financial planning, investment advisory, insurance and risk management services to high net worth individuals, their families and corporate clients. Our team of highly trained professionals have advanced certifications and degrees, including the CFP, CFA, CIMA, CPWA, CPA, and PFS., representing an extensive level of education and experience. We carefully design strategies and solutions to meet our clients objectives such as long-term capital growth, retirement planning, asset protection, or minimizing taxes and then work closely with some of the nations most prestigious financial and investment firms, attorneys, accountants, and other advisors, to execute the plan. Additionally, our team is constantly searching for innovative strategies and cutting-edge products that are generally unavailable to most consumers.

Answer:

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