Aptus Financial, LLC

EST. AUM
$0

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Little Rock
CRD Number 280033
Website aptusfinancial.com
Client types

Overview

Founded in 2011 by Sarah Catherine Gutierrez and Timothy J. Quillin, Aptus Financial, LLC is a fiduciary-aligned RIA offering financial planning and investment advisory services to individuals and retirement plan clients. It operates with a flat-fee structure and serves over 500 clients, focusing on providing personalized, transparent financial guidance rather than managing client assets.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Aptus Financial, LLC

Platform Details

Investment Preferences

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