APOGEE INVESTMENT MANAGEMENT (CRD# 173687) is an SEC-Registered Investment Advisor (RIA), headquartered in 0, 0. The SEC approved the firm to operate as an RIA in Apr 2016. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $77.1 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
APOGEE INVESTMENT MANAGEMENT also reported in Mar 2018:
  • 2 employees, with 1 performing advisory functions.
  • A total of 4 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
APOGEE INVESTMENT MANAGEMENT has no disclosure events reported to the SEC at this time.

View APOGEE INVESTMENT MANAGEMENT's most recent Form ADV filing

APOGEE INVESTMENT MANAGEMENT has Notice Filings with the following State Securities Authorities: FL-Feb 2017, NY-Apr 2016, PA-Feb 2017

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