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CRD#: 38383
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

AXCELUS FINANCIAL DISTRIBUTION COMPANY is located at 1650 Market Street 8th Floor, Philadelphia, PA 19103 and was first established at Philadelphia, Delaware in 01/26/1995. After operating for 31 years, AXCELUS FINANCIAL DISTRIBUTION COMPANY has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of AXCELUS FINANCIAL DISTRIBUTION COMPANY’s clients are individuals and 0% of their clients are high net worth individuals. AXCELUS FINANCIAL DISTRIBUTION COMPANY has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at AXCELUS FINANCIAL DISTRIBUTION COMPANY are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access AXCELUS FINANCIAL DISTRIBUTION COMPANY‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at AXCELUS FINANCIAL DISTRIBUTION COMPANY. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for AXCELUS FINANCIAL DISTRIBUTION COMPANY Comes From

Understanding the Statistics for AXCELUS FINANCIAL DISTRIBUTION COMPANY and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
1650 Market Street 8th Floor, Philadelphia, PA 19103
Mailing Address
1650 Market Street 8th Floor, Philadelphia, PA 19103
Firm Size
Small
Phone Number
(484) 530-4800
Established
Delaware since 01/26/1995
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
APPS BD, LLCSHAREHOLDER
BONNER, JOHN FRANCISDIRECTOR, VICE PRESIDENT, CONTROLLER, CHIEF FINANCIAL OFFICER, TREASURER, AND SECRETARY7983498
FISCHER, JOHN THOMASDIRECTOR1191103
KLEIN, VIRGINIA ANNDIRECTOR2985970
SODERBERG, ALISON NICOLEPRESIDENT & CHIEF COMPLIANCE OFFICER6824140

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at AXCELUS FINANCIAL DISTRIBUTION COMPANY

JA

John Herman Anderson JR

John Anderson
RR
CRD#: 1547376
Location:
Philadelphia, PA 19103
Company:
AXCELUS FINANCIAL DISTRIBUTION COMPANY
Disclosures:
Experience:
39 years
View Profile
TB

Thomas John Boczar

RR
CRD#: 2148091
CPWA®: Certified Private Wealth Advisor
Location:
Philadelphia, PA 19103
Company:
AXCELUS FINANCIAL DISTRIBUTION COMPANY
Disclosures:
Experience:
34 years
View Profile
AW

Addison Randall West

RR
CRD#: 4472520
Location:
Philadelphia, PA 19103
Company:
AXCELUS FINANCIAL DISTRIBUTION COMPANY
Disclosures:
Experience:
24 years
View Profile
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