linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Apricity Financial, LLC

Headquartered in NEWTOWN, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Apricity Financial, LLC is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension plans. The firm manages approximately $93.4 million in assets, including $75.4 million in discretionary assets, for 182 clients. The firm's website is https://apricity-advisors.com/.

Apricity Financial, LLC

$93.43M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (5)

APRICITY FINANCIAL, LLC has a total of 5 branch locations across the country.
location

Pound Ridge, NY

location

NEWTOWN, CT

location

Hernando, MS

location

Mystic, CT

location

Mooresville, NC

Advisors at Apricity Financial, LLC

View All 3 Advisors
Unclaimed
Kevin Gene Matson

RA

NEWTOWN, CT

View Profile
Unclaimed
Randy Long

RA

NEWTOWN, CT

View Profile
Unclaimed
Michael Scott Berry

CFC®, RA

NEWTOWN, CT

View Profile
Unclaimed
Lindsey Marie Cruz

RA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Apricity Financial, LLC is right for you?

Disclosures

There are no public disclosures for Apricity Financial, LLC.

Frequently Asked Questions (5)

Not sure if Apricity Financial, LLC is right for you?