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Building 2ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

Map pinHAGATNA
Phone671-472-6400
NotebookSEC #801-79830
Total AUM
$303.5M
Employees
9
Clients
1,490

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 ASPINALL AVENUE
HAGATNA
96910-5156
Guam
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
671-472-6400

ReceiptFinancials

Total AUM
$303.5M
Accounts
1,490
Discretionary
$303.5M
Accounts
1,490
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,373
AUM
$125.2M
HNW Individual Clients
44
AUM
$83.3M
Pension/Profit Sharing Plan Clients
54
AUM
$85.6M
Charitable Organization Clients
4
AUM
$1.8M
Insurance Company Clients
2
AUM
$3.3M
Corporation or Business Clients
13
AUM
$4.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLHINVORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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