APG Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3838 Oak Lawn Ave Ste L100, Dallas, Texa...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About APG Wealth Management

APG Wealth Management is a financial advisory firm with offices in Dallas, Texas, and Oklahoma City, Oklahoma. The company provides customized investment strategies and wealth management services to business owners, entrepreneurs, corporate executives, families, and high-caliber institutions. Its service offerings include business planning, estate, charitable giving and trust planning, financial planning, monetization services, portfolio management, retirement planning, and risk management. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are offered through Raymond James Financial Services Advisors, Inc.Explore more
APG Wealth Management's Social MediaPopular SearchesAPG Wealth Management LLCAPG Wealth ManagementAPG Wealth Partners LLCSIC Code 62,628NAICS Code 52,523Show more

APG Wealth Management Org Chart

PhoneEmail
BC
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Financial Advisor

PhoneEmail
DH
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

APG Wealth Management

<$5M
1-10
Private
-
2013
BC
Bill CallisFinancial Advisor
$6.6M
11-50
Private
-
-
AW
Alejandra WalkupDirector, Marketing
$6.1M
1-10
Private
-
2015
CV
Christopher VidlerFinancial Advisor
$5.2M
1-10
Private
-
2018
HH
Haille HillsmanClient Relationship Manager
<$5M
11-50
Private
-
-
AB
Amanda BennettClient Services Coordinator
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
2011
LS
Laura SavageManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

APG Wealth Management Tech Stack

A closer look at the technologies used by APG Wealth Management

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Frequently Asked Questions Regarding APG Wealth Management

What is APG Wealth Management's official website?
APG Wealth Management's official website is www.apgwealthmanagement.com
What is APG Wealth Management's Revenue?
APG Wealth Management's revenue is <$5 Million
What is APG Wealth Management's SIC code?
APG Wealth Management's SIC: 62,628
What is APG Wealth Management's NAICS code?
APG Wealth Management's NAICS: 52,523
How many employees does APG Wealth Management have?
APG Wealth Management has 1-10 employees
What industry does APG Wealth Management belong to?
APG Wealth Management is in the industry of: Finance, Securities Trading
What is APG Wealth Management competition?
APG Wealth Management top competitors include: Edgewater Family Wealth, Goodrich Wealth Planning, Concentric Wealth Partners, Centennial State Wealth Advisors
What technology does APG Wealth Management use?
Some of the popular technologies that APG Wealth Management uses are: GoDaddy DNS, Starfield Technologies, GoDaddy Web Hosting, GoDaddy Email Hosting
What does APG Wealth Management do?

APG Wealth Management is a financial advisory firm with offices in Dallas, Texas, and Oklahoma City, Oklahoma. The company provides customized investment strategies and wealth management services to business owners, entrepreneurs, corporate executives, families, and high-caliber institutions. Its service offerings include business planning, estate,... charitable giving and trust planning, financial planning, monetization services, portfolio management, retirement planning, and risk management. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are offered through Raymond James Financial Services Advisors, Inc.Read More

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

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