Cheswick, PA Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Apforia
Team
Firm-wide stats for Apforia
About
Apforia serves primarily individual and high-net-worth clients, delivering investment management and comprehensive financial planning through a team of about 10 advisors and multiple Investment Adviser Representatives operating as Tenant Firms. The firm also provides project-based and hourly planning, employee benefit plan services, and manages client accounts on a discretionary basis.
The firm’s investment process is goal- and risk‑based, using strategic and tactical asset allocation guided by Modern Portfolio Theory and a mix of passive and active strategies; APFORIA may also engage third‑party managers (TAMPs) to implement models. Clients work with their Tenant Firm/IAR on ongoing reviews and rebalancing, and the advisor group operates under a fee‑only, fiduciary framework.
APFORIA’s organizational structure is a notable distinction: many IARs operate as separate Tenant Firms that market under different names, and two Tenant Firms share common ownership forming an affiliated service group, which affects how services are delivered and priced. It is also uncommon for a firm of this size to list banking or thrift institutions among its clients and to offer educational seminars and workshops on topics such as retirement planning, employer‑sponsored plans, and debt management.
Based on Apforia
Location
Cheswick PA
Advisors at this office
1
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