APS MANAGEMENT GROUP, INC.
DBA: ADVANCED PORTFOLIO STRATEGIES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $217.4M |
| Discretionary | $176.2M81% of AUM |
| Non-Discretionary | $41.2M |
| Client Accounts | 471 |
| Avg Account Size | $462K |
| Employees | 6 |
| Peak AUM | $217.4MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $217M | +37.0% | +28.7% | — | |
| Discretionary AUM | $176M | ||||
Key Metrics
| Total AUM | $217.4M |
| Discretionary | $176.2M |
| Employees | 6 |
| Client Accounts | 471 |
| Client Range | 101-250 |
Contact & Location
Address
3625 DEL AMO BLVD
TORRANCE CA 90503
Phone
(310) 776-6549
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$176M
81.1% of AUM
Non-Discretionary
$41M
18.9% of AUM
Disc. mix ▼ 6.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution
Related Entities (Item 7)
Pension Consultant