Asia Pacific Financial Management Group, Inc.
- Regulatory AUM
- $304M
- Discretionary
- $304M
- Clients
- 1,490
- Avg AUM / client
- $204K
- Accounts
- 1,490
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,373 | $125M | 41.3% |
| High net worth individuals | 44 | $83.3M | 27.4% |
| Pension and profit sharing plans | 54 | $85.6M | 28.2% |
| Charitable organizations | 4 | $1.8M | 0.59% |
| Insurance companies | 2 | $3.3M | 1.07% |
| Corporations and other businesses | 13 | $4.4M | 1.45% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Coast360 Federal Credit Union 401(k) Plan Coast360 Federal Credit Union | 2024 | |
| Pacific Unlimited, Inc. 401(k) Profit Sharing Plan Pacific Unlimited, Inc. | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sandra Holsti Mckeever | Ceo, Chief Compliance Officer | Jul 2006 (20y) | 50% – 75% | |
| Sulit, Melinda, Aquino | Executive Vice President | May 2011 (15y) | 5% – 10% | |
| Jonathon David Holm | Registered representative | Jun 2023 (3y) | ||
| Sophie Dolores Brindejonc Choi | Registered representative | CFP | Jun 2023 (3y) | |
| Jonathan Charles Ulloa | Registered representative | Aug 2023 (3y) |
Undisclosed: 15% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Coast360 Federal Credit Union 401(k) Plan | Coast360 Federal Credit Union | 135 | $9.1M | 01/01/2024 |
| Pacific Unlimited, Inc. 401(k) Profit Sharing Plan | Pacific Unlimited, Inc. | 105 | $3.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- RBC $167M (55% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗