DFX Intelligence
Data Factory
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Reading the graph
advised by APEX FINANCIAL ADVISORS, INC
Pennsylvania, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Sep 16, 2024 | $81.7M | 41 | $100,000 | 3200.0% | yes | AFAGV LLC |
| Mar 29, 2024 | $81.7M | 41 | $100,000 | 3200.0% | yes | AFAGV LLC |
| Feb 20, 2024 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Feb 20, 2024 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Nov 1, 2023 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Mar 20, 2023 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Mar 7, 2022 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Mar 16, 2021 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Jun 29, 2020 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Feb 27, 2020 | $84.2M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| Feb 21, 2019 | $73.4M | 51 | $100,000 | 3100.0% | yes | AFAGV LLC |
| May 1, 2018 | $73.9M | 54 | $100,000 | 3800.0% | yes | AFAGV LLC |
| Apr 5, 2018 | $73.9M | 54 | $100,000 | 3800.0% | yes | AFAGV LLC |
| Apr 5, 2018 | $73.9M | 54 | $100,000 | 3800.0% | yes | AFAGV LLC |
| Feb 26, 2018 | $75.6M | 54 | $100,000 | 3800.0% | yes | AFAGV LLC |
| Sep 12, 2017 | $76.3M | 48 | $100,000 | 2000.0% | yes | AFAGV LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| Keybank | Keybank | Cleveland | Ohio | United States | no | n/a |
| NUVIEW IRA | NUVIEW TRUST COMPANY | Longwood | Florida | United States | no | n/a |
| PENN COMMUNITY BANK | PENN COMMUNITY BANK | Yardley | Pennsylvania | United States | no | n/a |