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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 | $23.0M | 14 | $100,000 | 4900.0% | yes | AFACOR LLC |
| Mar 29, 2024 | $23.0M | 14 | $100,000 | 4900.0% | yes | AFACOR LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| COMMUNITY BANK | COMMUNITY BANK SYSTEM, INC | Dewitt | New York | United States | no | n/a |
| NUVIEW IRA | NUVIEW TRUST COMPANY | Longwood | Florida | United States | no | n/a |
| PENN COMMUNITY BANK | PENN COMMUNITY BANK | Perkasie | Pennsylvania | United States | no | n/a |