Aptus Impact Series

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

265 Young St, Fairhope, Alabama, 36532, ...

Phone Number

(251) 517-7198

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Aptus Impact Series

Aptus Capital Advisors, LLC offers the Impact Series, a model portfolio solution designed to enhance client outcomes through multi-manager portfolio strategies. The firm focuses on operational efficiency, due diligence, and risk management while providing customized support to advisors, including branded models and portfolio reviews. Their services are aimed at financial advisors seeking to improve client relationships and enterprise value. Headquartered in Fairhope, Alabama, Aptus Capital Advisors is a Registered Investment Advisor with a commitment to educational resources and investment guidance.Explore more
Popular SearchesAptus Impact SeriesSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aptus Impact Series

<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
2013
BW
Brett WickmannChief Compliance Officer
<$5M
11-50
Private
-
2012
BA
Barry ArnoldChief Investment Officer
<$5M
1-10
Private
-
1999
Michael Armijo, President & Investment Advisor at Verona Capital Management
Michael ArmijoPresident & Investment Advisor
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2013
AG
Ashok GoyalBusiness Development Manager
<$5M
1-10
Private
-
1996
DC
Dana CrosbyWealth Advisor
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Aptus Impact Series Tech Stack

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Frequently Asked Questions Regarding Aptus Impact Series

What is Aptus Impact Series's official website?
Aptus Impact Series's official website is www.impact-series.com
What is Aptus Impact Series's Revenue?
Aptus Impact Series's revenue is <$5 Million
What is Aptus Impact Series's SIC code?
Aptus Impact Series's SIC: 62,628
What is Aptus Impact Series's NAICS code?
Aptus Impact Series's NAICS: 52,523
How many employees does Aptus Impact Series have?
Aptus Impact Series has 1-10 employees
What industry does Aptus Impact Series belong to?
Aptus Impact Series is in the industry of: Finance, Securities Trading
What is Aptus Impact Series competition?
Aptus Impact Series top competitors include: Aptus Capital Advisors, Global View Capital Management, Verona Capital Management, Journey Capital Advisers
What technology does Aptus Impact Series use?
Some of the popular technologies that Aptus Impact Series uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact Aptus Impact Series?
Aptus Impact Series contact info: Phone number: (251) 517-7198 Website: www.impact-series.com
What does Aptus Impact Series do?

Aptus Capital Advisors, LLC offers the Impact Series, a model portfolio solution designed to enhance client outcomes through multi-manager portfolio strategies. The firm focuses on operational efficiency, due diligence, and risk management while providing customized support to advisors, including branded models and portfolio reviews. Their services... are aimed at financial advisors seeking to improve client relationships and enterprise value. Headquartered in Fairhope, Alabama, Aptus Capital Advisors is a Registered Investment Advisor with a commitment to educational resources and investment guidance.Read More

Is Aptus Impact Series a public company?
Aptus Impact Series is private company therefore does not currently have an official ticker symbol
See more information about Aptus Impact Series

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