Overview
Assets Under Management: $100 million
High-Net-Worth Clients: 55
Average Client Assets: $0.9 million
Frequently Asked Questions
APS LABS, LLC 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 #172175), APS LABS, LLC is subject to fiduciary duty under federal law.
APS LABS, LLC serves 55 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, APS LABS, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
APS LABS, LLC manages $100 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, APS LABS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.00%
Average Client Assets: $0.9 million
Total Client Accounts: 74
Discretionary Accounts: 74
Regulatory Filings
CRD Number: 172175
Filing ID: 1708394
Last Filing Date: 2023-03-30 12:38:00