PPrivate Fund Data Log in Join · $37/mo

Apo Financial Services, LLC

● SEC registered since 2020CRD 297647SEC# 801-118090Westminster, CO
Export (members)
Reg. AUM
$111.2M
Employees
7
Accounts
929
Location
Westminster, CO

Apo Financial Services, LLC assets under management

Apo Financial Services, LLC is a registered investment adviser overseen by the SEC based in Westminster, CO. The firm has been registered since 2020. It reports $111.2 million in regulatory assets under management and employs 7 people.
apofinancial.comView on SEC.gov ↗

Apo Financial Services, LLC owners & executives

1 reported
NameTitleOwnershipSince
Johnny Michael Goodhue ControlCeo & CcoOver 75%2018

Frequently asked questions

How much does Apo Financial Services, LLC manage?

Apo Financial Services, LLC reports $111.2 million in regulatory assets under management on its Form ADV.

How many employees does Apo Financial Services, LLC have?

Apo Financial Services, LLC reports 7 employees.

Where is Apo Financial Services, LLC located?

Apo Financial Services, LLC is based in Westminster, CO and has been SEC-registered since 2020.

Does Apo Financial Services, LLC disclose fund performance?

Apo Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10155 Westmoor Drive, Suite 125, Westminster, CO 80021-2627
Phone(720) 588-2000
Fax720-223-5755
Office hours9a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.7M
Non-discretionary$1.4M
Total (RAUM)$111.2M