Asia Pacific Financial Management Group, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 30, 2026, reports $304M in regulatory assets under management, 9 employees, and 1,490 accounts.
Top client segmentIndividuals represent 92.1% of total clients.
Top client categories% of clientsClients
1
Individuals
92.1%
1,373
2
Pension Plans
3.6%
54
3
HNWI
3.0%
44
4
Corporations
0.9%
13
5
Charitable
0.3%
4
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of March 30, 2026
Discretionary100.0%
$304M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$304M
Total Accounts1,490
10Y AUM Change+$200M (+192.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee166:1
10Y Employee Change-3 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.