Investment adviser · CRD 32338
ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.
Investment adviser filing (IA)
HAGATNA, Guam · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $304M Form ADV · Item 5.F
- Client accounts
- 1,490 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,373 | $125,219,044 | 41.3% |
| Retirement plans | 54 | $85,550,687 | 28.2% |
| High-net-worth individuals | 44 | $83,295,135 | 27.4% |
| Corporations & businesses | 13 | $4,399,887 | 1.4% |
| Insurance companies | Fewer than 5 | $3,261,322 | 1.1% |
| Charities | Fewer than 5 | $1,800,209 | 0.6% |
Filing source
Form ADV 2133415 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
145 ASPINALL AVENUEHAGATNA, 96910-5156, Guam
CRD 32338
Filing source
Form ADV 2133415 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.