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⚲
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| APS Management Group Inc
✚
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|
|---|---|
| CRD # | 284697 |
| SEC # | 801-129062 |
| CIK # | 0001914985 |
| AUM | $217.4 M (2026-03-12) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 310-776-6549 |
| Address | 3625 del Amo Blvd Torrance, CA 90503 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.8 | ||
| Nvidia Corp | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 260 | 52.8 |
| (b) Individuals (high net worth individuals) | 49 | 84.8 |
| (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 | 150 | 75.9 |
| (h) Charitable organizations | 2 | 0.9 |
| (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 | 10 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 471 | 217.4 |
| By Discretionary | ||
| Discretionary | 438 | 176.2 |
| Non-Discretionary | 33 | 41.2 |
| Total | 471 | 217.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 207.4 | |
| Total | 471 | 217.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001914985] |
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|---|---|---|
|
RHS Financial LLC
✚
|
CA | 0.2 |
|
Great Hill Advisory Ltd
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|
NY | 0.2 |
|
Madden Funds Management Ltd
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IL | 0.2 |
|
Cedrus Wealth Group LLC
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MN | 0.2 |
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Sound Financial Strategies Group LLC
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MS | 0.2 |
|
Sun Financial Inc
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UT | 0.2 |
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Strategic Retirement Advisors LLC
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|
CA | 0.2 |
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Marrick Wealth LLC
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CA | 0.2 |
|
Ginsler Wealth Management Inc
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0.2 | |
|
Providence Financial and Insurance Services Inc
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|
CA | 0.2 |