DFX Intelligence
Data Factory
Reading the graph
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 | $39.9M | 36 | $100,000 | 1100.0% | yes | AFALOC LLC |
| Mar 29, 2024 | $39.9M | 36 | $100,000 | 1100.0% | yes | AFALOC LLC |
| Feb 20, 2024 | $38.1M | 36 | $100,000 | 1100.0% | yes | AFALOC LLC |
| Feb 20, 2024 | $38.1M | 36 | $100,000 | 1100.0% | yes | AFALOC LLC |
| Nov 1, 2023 | $38.1M | 36 | $100,000 | 1100.0% | yes | AFALOC LLC |
| Mar 20, 2023 | $38.1M | 36 | $100,000 | 1100.0% | yes | AFALOC LLC |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| AMPLIFY CREDIT UNION | AMPLIFY CREDIT UNION | Austin | Texas | United States | no | n/a |
| NUVIEW IRA | NUVIEW TRUST COMPANY | Longwood | Florida | United States | no | n/a |
| Bank | PENN COMMUNITY BANK | Perkasie | Pennsylvania | United States | no | n/a |