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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Asia Pacific Financial Management Group Inc
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|---|---|
| CRD # | 32338 |
| SEC # | 801-79830 |
| CIK # | 0000911593 |
| AUM | $286.2 M (2025-04-16) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 671-472-6400 |
| Address | 145 Aspinall Avenue Hagatna, Guam |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,320 | 128.1 |
| (b) Individuals (high net worth individuals) | 32 | 73.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 63 | 75.6 |
| (h) Charitable organizations | 3 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,432 | 286.2 |
| By Discretionary | ||
| Discretionary | 1,432 | 286.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,432 | 286.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.6 | |
| United States Persons | 279.5 | |
| Total | 1,432 | 286.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cottage Street Advisors LLC
✚
|
MA | 0.3 |
|
Wetzel Investment Advisors Inc
✚
|
IN | 0.3 |
|
Wealthview Capital LLC
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|
MS | 0.3 |
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Decker Retirement Planning Inc
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|
UT | 0.3 |
|
BETO Financial Group LLC
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|
ID | 0.3 |
|
Robasciotti & Associates Inc
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|
0.3 | |
|
Hutto Retirement Advisors LLC
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|
TX | 0.3 |
|
Turn8 Private Wealth Inc
✚
|
0.3 | |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.3 |