Provided by Convergence Inc.
Institutional intelligence for the asset management industry

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

Business and Investment Profile

The ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. is a privately held investment adviser that advises $303.53mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 48.06% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 12.11 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 145 ASPINALL AVENUE, HAGATNA, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 9 employees comprised of 4 investment and 5 non-investment staff. The total number of Employees increased by 50% over the last 5-years.

Asset Profile

Their $303.53mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 73 other accounts. Assets of Individuals clients own $125.22mn or 41.25% of Total Assets and Pension and Profit Sharing Plans-Private own $85.55mn or 28.19% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 6 types of clients, top clients are Individuals and Pension and Profit Sharing Plans-Private.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: ASIA PACIFIC FINANCIAL MANAGEMENT GROUP, INC.

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Asia Pacific Financial Management Group
Generated 2026-09-12T06:51:24.7397782.  © 2026 Convergence.