A complete list of active advisors currently associated with Apostolic Financial Advisors, LLC
Warmer can help you find a great advisor at Apostolic Financial Advisors, LLC or one who fits your needs even better.
Apostolic Financial Advisors, LLC provides discretionary portfolio management and financial planning to individual clients, high‑net‑worth individuals, and charitable organizations. The firm manages about $5.725 million in discretionary assets across a very small client base (nine clients) and offers both ongoing investment supervisory services and fixed‑ or hourly‑fee financial planning. The adviser documents client goals and risk tolerance in an Investment Policy Statement and generally operates with discretionary authority to implement portfolios. Its methods of analysis include charting, fundamental, technical, and cyclical analysis, and it employs a range of strategies from long‑term holdings to short‑term trading, margin, short sales, and options writing. What is noteworthy is the combination of a solo advisor model with a compact client roster and active use of higher‑risk trading strategies and derivative trading, rather than limiting work to passive or long‑only portfolios common among peers. The firm manages all assets in‑house (does not use third‑party managers), conducts quarterly reviews, and participates in an institutional custodian program that provides operational benefits while allowing clients to direct brokerage.
To learn more about the advisors currently working at Apostolic Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Saddle River, NJ
| 12
|
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