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AP INVESTMENT MANAGEMENT
AP-FINANCIAL LLC
CRD 334805 · SEC 801-132030
800 W EL CAMINO REAL, #180, MOUNTAIN VIEW, CA, 94040, United States
Phone
650-618-1091
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$41.9M
Discretionary AUM
$41.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $9.4M |
| High net worth individuals | 27 | $32.5M |
All web addresses on file
Official SEC filing: View on IAPD