|
⚲
|
| APS Management Group Inc
✚
| |
|---|---|
| CRD # | 284697 |
| SEC # | 801-129062 |
| CIK # | |
| AUM | $127.7 MM (2024-07-15) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 310-776-5948 |
| Address | 3625 del Amo Blvd Torrance, CA 90503 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 25.3 |
| (b) Individuals (high net worth individuals) | 40 | 53.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 131 | 47.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 320 | 127.7 |
| By Discretionary | ||
| Discretionary | 283 | 112.8 |
| Non-Discretionary | 37 | 15.0 |
| Total | 320 | 127.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 127.3 | |
| Total | 320 | 127.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
St Bernard Financial Services Inc
✚
|
AR | 0.1 |
|
Teton Wealth Group LLC
✚
|
UT | 0.1 |
|
Blue Water Capital Management LLC
✚
|
NC | 0.1 |
|
Meliora Capital LLC
✚
|
OK | 0.1 |
|
City Center Advisors LLC
✚
|
MI | 0.1 |
|
The Wealth Advisory Team LLC
✚
|
KY | 0.1 |
|
TM Wealth Management LLC
✚
|
VA | 0.1 |
|
Spectrum Advisors Inc
✚
|
TX | 0.1 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.1 |
|
Mench Financial Inc
✚
|
OH | 0.1 |