Dakota
Dakota
Book a Demo
Talk to an Expert

Apricity Financial, LLC

EST. AUM
$110,796,561

CONTACTS
2

CLIENT ACCOUNTS
182

Firm Details

Metro area Hartford
CRD Number 330201
Website apricity-advisors.com
Client types

Overview

Apricity Financial, LLC is owned by Apricity Holding Company LLC and operated by principals including Michael Scott Berry and Lindsey Cruz. The adviser provides discretionary and non-discretionary investment advisory services and wealth management to individuals, high-net-worth clients, businesses, and retirement plans, tailoring advice to client financial goals and circumstances. Apricity Financial’s services emphasize comprehensive planning and portfolio construction using predominantly low-cost, diversified exchange-traded funds (ETFs) but may also include other securities based on client objectives; the firm does not take custody of client assets.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy