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Apex Advisory Group
APEX ADVISORY GROUP, INC. is a state-registered investment adviser in Spokane, WA. It has one employee and one investment adviser. The firm is based in Spokane.
Overview
APEX ADVISORY GROUP, INC. is a state-registered investment adviser in Spokane, WA. It has one employee and one investment adviser. The firm is based in Spokane.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Frequently asked questions
Is Apex Advisory Group related to Apex Group Ltd or any other Apex-branded firms?
No known relationship exists between Apex Advisory Group, Inc. and Apex Group Ltd (the global financial services provider), Apex Fintech Solutions, or other Apex-branded entities active in asset servicing, clearing, or custody. The name 'Apex' is common in financial-services incorporation and does not imply any shared ownership, management, or client relationship in the absence of explicit disclosure.
What steps should an allocator take before committing capital alongside this firm?
Minimum pre-commitment steps should include: verifying the entity's good standing with the state of incorporation; obtaining a legal opinion that the signatory has authority to bind the investment vehicle; requesting audited financials or a custody statement for the entity that will hold the commitment; and confirming via independent reference that the principal behind the entity is the ultimate beneficial owner. Without these, the counterparty risk is indistinguishable from an unverified introducer.
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