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- Custodian
- Matrix Trust · RBC · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-1996
- Office Locations
- 1
Office Locations
About Asia Pacific Financial Management Group, Inc.
Asia Pacific Financial Management Group (APFMG) is a Hagatna, Guam-based wealth management firm providing professional advice for retirement and college planning, alongside broader financial planning, portfolio construction, and insurance/legacy planning. Client portfolios are implemented primarily with mutual funds and ETFs, and the firm works with custodians/platforms such as RBC and SEI.
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Owner & Executives
SANDRA HOLSTI MCKEEVER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4091906
- Ownership
- 75% or more
MELINDA AQUINO SULIT
EXECUTIVE VICE PRESIDENT, Financial Advisor
- CRD
- #4553607
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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SOPHIE DOLORES BRINDEJONC-CHOI
Certified Financial Planner
- CRD
- #6286579
Jonathon David Holm
--
- CRD
- #7467111
Pioneer peak
Fusion radial
- CRD
- #77478
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,526,284 | $203,709 |
| Non-Discretionary | $0 | -- |
| Total | $303,526,284 | $203,709 |
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Separately Managed Accounts
Total SMA Asset: $303,526,284
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,072,250,130 | 24.9% |
| Equity - Exchange | $2,346,885,689 | 28.2% |
| Cash | $2,030,638,681 | 24.4% |
| Corporate - Non-Investment Grade | $1,872,515,178 | 22.5% |
| Total | $8,322,289,678 | 100.0% |