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APS INVESTMENT MANAGEMENT GROUP
APS ADVISORS
CRD 153504 · SEC 801-118386
240 NORTH MAIN STREET, JACKSON, CA, 95642, United States
Phone
(209) 223-0460
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.2M
Discretionary AUM
$197.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 503 | $84.0M |
| High net worth individuals | 54 | $113.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD