Apex Capital Management

Finance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

701 Robley Dr Ste 200, Lafayette, Louisi...

Phone Number

(337) 984-7433

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Apex Capital Management

Apex Capital Management LLC is a full-service financial advisory firm based in Lafayette, LA, specializing in fee-only fiduciary financial planning and investment advisory services. The company aims to assist clients in achieving their financial goals through comprehensive planning, including income evaluation, retirement planning, and investment strategies. Apex also collaborates with its affiliated company, Morella & Morella, LLC, to provide a holistic approach to financial success, including accounting and tax services. Their target clients include individuals seeking personalized financial advice and planning at various stages of their financial journey.Explore more
Apex Capital Management's Social MediaPopular SearchesApex Capital Management LLCApex Capital ManagementApex Capital Managment LLCApex Management Group LLCCapital Management LLCSIC Code 62,628NAICS Code 52,523Show more

Apex Capital Management Org Chart

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Manager, Finance

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Partner

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Partner

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Investment Advisor & Representative & Managin...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Apex Capital Management

<$5M
1-10
Private
-
2003
KK
Kamal KumbhaniManager, Finance
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
11-50
Private
-
1998
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

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Low Activity

High Activity

Activity Insights

Apex Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Apex Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Apex Capital Management.

Apex Capital Management Tech Stack

A closer look at the technologies used by Apex Capital Management

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Frequently Asked Questions Regarding Apex Capital Management

What is Apex Capital Management's official website?
Apex Capital Management's official website is www.apexcapitalmanagement.com
What is Apex Capital Management's Revenue?
Apex Capital Management's revenue is <$5 Million
What is Apex Capital Management's SIC code?
Apex Capital Management's SIC: 62,628
What is Apex Capital Management's NAICS code?
Apex Capital Management's NAICS: 52,523
How many employees does Apex Capital Management have?
Apex Capital Management has 1-10 employees
What industry does Apex Capital Management belong to?
Apex Capital Management is in the industry of: Finance, Securities Trading
What is Apex Capital Management competition?
Apex Capital Management top competitors include: Copper Canyon Wealth Management, Focus Financial Network, Waterford Advisors, Bayntree Wealth Advisors
What technology does Apex Capital Management use?
Some of the popular technologies that Apex Capital Management uses are: reCAPTCHA, JQuery 1.11.1, Adwerx, Google Font API
How do I contact Apex Capital Management?
Apex Capital Management contact info: Phone number: (337) 984-7433 Website: www.apexcapitalmanagement.com
What does Apex Capital Management do?

Apex Capital Management LLC is a full-service financial advisory firm based in Lafayette, LA, specializing in fee-only fiduciary financial planning and investment advisory services. The company aims to assist clients in achieving their financial goals through comprehensive planning, including income evaluation, retirement planning, and investment s... trategies. Apex also collaborates with its affiliated company, Morella & Morella, LLC, to provide a holistic approach to financial success, including accounting and tax services. Their target clients include individuals seeking personalized financial advice and planning at various stages of their financial journey.Read More

What are Apex Capital Management social media links?
Apex Capital Management Facebook page
Is Apex Capital Management a public company?
Apex Capital Management is private company therefore does not currently have an official ticker symbol
See more information about Apex Capital Management

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