SEC Form ADV

APOGEE INVESTMENT MANAGEMENT

Firm profile: Apogee Investment Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser

$120.6M

Assets Under Management

326

Total Clients

Employees

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Registration Details

Accession: CRD-173687
Filing Date: March 29, 2026
AUM: $120.6M
Total Clients: 326
Institutional Clients: 2
Employees: 2
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

APOGEE INVESTMENT MANAGEMENT is a registered investment adviser, managing approximately $120.6M in assets across 326 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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