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| Asia Pacific Financial Management Group Inc
✚
| |
|---|---|
| CRD # | 32338 |
| SEC # | 801-79830 |
| CIK # | 0000911593 |
| AUM | $248.4 MM (2024-07-08) |
| Employees | 14 (29% Investors, 0% Brokers) |
| Phone | 671-472-6400 |
| Address | 145 Aspinall Avenue Hagatna, Guam |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,300 | 113.0 |
| (b) Individuals (high net worth individuals) | 27 | 51.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 64 | 75.4 |
| (h) Charitable organizations | 0 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,691 | 248.4 |
| By Discretionary | ||
| Discretionary | 1,691 | 248.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,691 | 248.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 7.4 | |
| United States Persons | 241.0 | |
| Total | 1,691 | 248.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
KP Financial Management LLC DBA Caissa Wealth Strategies
✚
|
MN | 0.3 |
|
Darden Wealth Group Inc
✚
|
MI | 0.3 |
|
NorthStar Financial Planners Inc
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|
FL | 0.2 |
|
Keystone Financial Services
✚
|
CO | 0.2 |
|
GS Investments Inc
✚
|
MN | 0.2 |
|
Rahlfs Capital LLC
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|
TX | 0.2 |
|
FSC Wealth Advisors LLC
✚
|
NY | 0.2 |
|
DaVinci Financial Designs LLC
✚
|
SC | 0.2 |
|
JDM Financial Group LLC
✚
|
TX | 0.2 |
|
Birchbrook
✚
|
ME | 0.2 |