Asia Pacific Financial Management Group, Inc.

Overview

Asia Pacific Financial Management Group, Inc. is an independent, SEC‑registered registered investment adviser that describes itself as a capital allocator serving individual and family clients alongside institutional accounts. The firm bills on a percentage‑of‑AUM basis and combines financial planning with portfolio management for individuals, small businesses and institutions. Its service mix also includes pension consulting, selection of other advisers, educational workshops and insurance brokerage activity. The firm does not identify as an active ESG investor and is not organized as a multi‑state adviser. Investment activity is concentrated in pooled public vehicles rather than proprietary separate‑account sleeves. The emphasis on financial planning, selection of other advisers and insurance brokerage suggests a model that blends model/pooled fund exposures with outsourced manager relationships and insurance solutions for client needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices