Adviser Profile
| As of Date | 12/04/2025 |
| Registration status | Registration Changed to APRICITY FINANCIAL, LLC |
| Contact Info | 855 xxxxxxx |
| Websites |
| AUM* | 108,809,983 28% |
| of that, discretionary | 86,814,247 21% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 607,877 31% |
| % High Net Worth | 38.10% 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds