Apb Financial Group Ltd (Wexford)

Name: Apb Financial Group Ltd
Address: 15001 Perry Highway, Wexford, PA, 15090
Telephone: 724-935-0100

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.

Apb Financial Group: assets under management

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 firm manages $19.5 million in discretionary accounts and $42 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $174.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $933.33 thousand.

Fees & Commissions

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.

Careers at Apb Financial Group Ltd

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James William Landis	President	1 Jan 1994	75% - 100%	1154686
James William Landis	Chief executive officer	1 Jan 2003	Other	1154686
Mero Joseph Capo	President	1 Jan 2003	Other	2361898
Inc. First Place Holdings	Apb financial group, ltd parent company	1 Jan 2003	75% - 100%	31-1559464
Sandra Lee Monti	Corporate secretary	1 May 2003	Other	2015988

Based in Wexford

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.