Asia Pacific Financial Management Group, Inc.

Overview

Asia Pacific Financial Management Group, Inc. is an independent registered investment adviser, SEC-registered since 2014 and owned by an individual. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. In addition to advisory work, the firm operates as an insurance broker and offers a slate of advisory services that includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting support, manager selection, and educational seminars. The firm identifies as a capital allocator, deploying client capital across third-party managers and pooled vehicles rather than primarily through direct in-house security selection. Asia Pacific does not flag itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives