$197.2M Total AUM
$197.2M Disc. AUM
-- 3Y CAGR
2 Employees
557 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Jackson National Life ยท LPL Financial
- Clients
- Retail
- Platforms
- Prime vertex
- Established Date
- 05-03-2010
- Office Locations
- 1
Office Locations
240 North Main Street Jackson CA
About APS Investment Management Group
APS Investment Management Group is a Jackson, CA-based, full-service financial consulting firm serving individuals and families through life transitions. The team builds tailored, open-architecture portfolios and managed asset plans, with retirement planning, rollover support, and portfolio analysis, plus variable/fixed annuities and life insurance solutions. Works on platforms including LPL Financial and Jackson National Life.
Team overview
-- AVG AGE
$98.6M AVG AUM / ADVISOR
$354.1K AVG AUM / CLIENT
16.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Client Personas
Eagle frontier
Investment Themes
Glacier timber Peak north Delta
Investment Vehicles
Atlas delta Ember legacy
Services
Ember bridge Wave Focus bridge Unison zenith
Technology
Value
Owner & Executives
K
KEVIN ZACHARY KRAFT
Chief Compliance Officer, President
- CRD
- #4658879
- Ownership
- 75% or more
(297) 662-8881
frontier.radial@bridgecapital.com
in linkedin.com/in/legacy-peak
Showing 1 of 1 owners & executives
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R
RYAN FREDERICK SHORTRIDGE
--
- CRD
- #4982603
(847) 801-8370
insight.radial@wavecapital.com
in linkedin.com/in/matrix-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,246,667 | $243,514 |
| Non-Discretionary | $0 | -- |
| Total | $197,246,667 | $243,514 |
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Separately Managed Accounts
Total SMA Asset: $197,246,667
Public Funds:
12.7% Equity - Exchange:
26.5% Cash:
7.4% U.S. Government/Agency:
8.7% Corporate - Investment Grade:
16.5% Municipal Bonds:
21.4% Other:
6.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $750,041,173 | 12.7% |
| Equity - Exchange | $1,565,046,541 | 26.5% |
| Cash | $437,031,864 | 7.4% |
| U.S. Government/Agency | $513,807,732 | 8.7% |
| Corporate - Investment Grade | $974,462,941 | 16.5% |
| Municipal Bonds | $1,263,848,905 | 21.4% |
| Other | $401,596,848 | 6.8% |
| Total | $5,905,836,004 | 100.0% |