Overview
Assets Under Management: $286 million
High-Net-Worth Clients: 32
Average Client Assets: $2 million
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