Overview
Assets Under Management: $197 million
Headquarters: JACKSON, CA
High-Net-Worth Clients: 54
Average Client Assets: $2.1 million
Frequently Asked Questions
APS INVESTMENT MANAGEMENT GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153504), APS INVESTMENT MANAGEMENT GROUP is subject to fiduciary duty under federal law.
APS INVESTMENT MANAGEMENT GROUP is headquartered in JACKSON, CA.
APS INVESTMENT MANAGEMENT GROUP serves 54 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, APS INVESTMENT MANAGEMENT GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
APS INVESTMENT MANAGEMENT GROUP manages $197 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, APS INVESTMENT MANAGEMENT GROUP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.40%
Average Client Assets: $2.1 million
Total Client Accounts: 810
Discretionary Accounts: 810
Regulatory Filings
CRD Number: 153504
Filing ID: 2057870
Last Filing Date: 2026-03-04 17:29:34