APS INVESTMENT MANAGEMENT GROUP

240 North Main Street
Jackson, California 95642
Tel: (209) 223-0460

About APS INVESTMENT MANAGEMENT GROUP

APS INVESTMENT MANAGEMENT GROUP, formally registered with the SEC as APS INVESTMENT MANAGEMENT GROUP. The firm was established in 04/03/2020. They have over 2 offices throughout the country.

APS INVESTMENT MANAGEMENT GROUP is a Jackson, California based Financial Planning firm with nearly $171,504,096 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153504
SEC#	801-118386
Assets Managed by Firm	$171,504,096
No. of Clients	803
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	803	$171,504,096
Individuals (other than high net worth individuals)	502	$92,899,897
High net worth individuals	48	$78,604,199

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