|
⚲
|
| Keyboard |
| Asia Pacific Financial Management Group Inc
✚
|
|
|---|---|
| CRD # | 32338 |
| SEC # | 801-79830 |
| CIK # | 0000911593 |
| AUM | 303.5 M (2026-03-30) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 1,373 | 125.2 |
| (b) Individuals (high net worth individuals) | 44 | 83.3 |
| (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 | 54 | 85.6 |
| (h) Charitable organizations | 4 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 3.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,490 | 303.5 |
| By Discretionary | ||
| Discretionary | 1,490 | 303.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,490 | 303.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.8 | |
| United States Persons | 299.8 | |
| Total | 1,490 | 303.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oneamerica Securities Inc
✚
|
IN | 306.1 M |
|
Integrity Wealth LLC
✚
|
OR | 304.8 M |
|
SIMS Investment Management LLC
✚
|
OH | 304.6 M |
|
Northern Capital Retirement Services Inc
✚
|
WA | 304.2 M |
|
Mack Investment Securities Inc
✚
|
IL | 302.6 M |
|
Summit Group Retirement Planners Inc
✚
|
PA | 302.3 M |
|
Capital Investment Advisors Inc
✚
|
DC | 302.3 M |
|
Gretchen Stangier Inc
✚
|
OR | 300.4 M |
|
Stonecrop Wealth Advisors LLC
✚
|
PA | 299.5 M |
|
Maner Wealth LLC
✚
|
MI | 299.5 M |