Overview
Assets Under Management: $286 million
High-Net-Worth Clients: 32
Average Client Assets: $2 million
Frequently Asked Questions
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. 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 #32338), ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. serves 32 high-net-worth clients according to their SEC filing dated April 16, 2025. View client details ↓
According to their SEC Form ADV, ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. manages $286 million in client assets according to their SEC filing dated April 16, 2025.
According to their SEC Form ADV, ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. 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, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,432
Discretionary Accounts: 1,432
Regulatory Filings
CRD Number: 32338
Filing ID: 1980386
Last Filing Date: 2025-04-16 21:10:00
Website: https://apfmg.com