APS Management Group Inc

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APS Management Group Inc
CRD #284697
SEC #801-129062
CIK #0001914985
AUM 217.4 M (2026-03-12)
Employees 6 (67% Investors, 0% Brokers)
Phone310-776-6549
Address3625 del Amo Blvd
Torrance, CA 90503
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($M)
2502001501005002010201520212027
CIK Period
0001914985
Sector Form 13F Holdings Value ($M)
Apple Inc 7.8
Nvidia Corp 1.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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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]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients4 (14 non-US)
ServesInstitutional, Retail, Research
Comparable Firms State AUM
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CA 219.8 M
Great Hill Advisory Ltd
NY 218.4 M
Madden Funds Management Ltd
IL 217.9 M
Cedrus Wealth Group LLC
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Sound Financial Strategies Group LLC
MS 217.7 M
Sun Financial Inc
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Strategic Retirement Advisors LLC
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Ginsler Wealth Management Inc
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Providence Financial and Insurance Services Inc
CA 215.0 M
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