Apeiron
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Overview
Apeiron is a financial advisory company headquartered in Dallas, Texas. The firm handles $643.0 million in assets under management across 2,296 client accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). The firm has a small group, including 9 financial advisors. Apeiron does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, equities and options.
Apeiron manages 2,289 of its accounts in a discretionary manner. Discretionary management means that buy and sell choices are made by a portfolio manager without needing to seek the customer's permission. The firm also oversees seven non-discretionary accounts with a total of $40.0 million in AUM. Apeiron's typical account size is $280,052. An average financial advisor at Apeiron administers about 255 client accounts.
Apeiron's main office is located at 10000 North Central Expressway, Dallas, Texas 75231. The company is legally allowed to serve customers throughout 11 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Apeiron by the Numbers
$643.0 million
14
2,296
$280.1 thousand
Products and Services
Apeiron provides a number of services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the last fiscal year, the firm provided financial planning services to 983 of its customers. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory accounts. Apeiron also has a number of financial industry affiliations, including with an accountant or accounting firm.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. Fees billed by Apeiron most likely are comprised of some blend of the following fee structures: asset-based, hourly or fixed. The firm participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Apeiron provides services to retail investors, high net worth investors and pension plans. Out of its 2,296 clients, Apeiron's largest client is retail investors, although it also manages money for 185 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 18.82%
- Other Individuals - 80.47%
- Corporations - 0.71%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Financial Advisors at Apeiron
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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