AP Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, standalone financial planning, and retirement plan consulting. The firm offers discretionary portfolio management as well as consulting engagements for employers and individuals.
Investment strategies are tailored to each client’s objectives and may include individual stocks, bonds, ETFs, mutual funds, options and alternative investments, with ongoing monitoring and periodic rebalancing. The adviser uses a range of analytical methods — including fundamental, technical, quantitative and sector analysis — and may employ duration management, margin and options strategies where appropriate.
Notably for an independent firm of its size, the practice provides portfolio management for institutional clients and offers pension and retirement-plan consulting to employer plan sponsors, acknowledging ERISA fiduciary roles where applicable and providing services such as investment policy development and participant education. The firm manages about $41.9 million in discretionary assets for roughly 65 clients and offers written financial plans and ongoing plan review services.
Client services
Expertise
Occupation focus
Fee options
Flat fees ranging from $10,000 to $20,000 for Financial Planning and Consulting services; flat fees also possible for Retirement Plan Consulting services.
$0 - $999,999.99: 1.10% $1,000,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.90% $5,000,000+: 0.70%
Maximum hourly fee up to $500 for Financial Planning and Consulting services; hourly fee basis also used for Retirement Plan Consulting services.
Account minimum: $500,000 Fee-only: Financial Planning & Consulting: Hourly fee up to $500/hour; Flat fees from $10,000 to $20,000.
Main office
800 W El Camino Real, #180
Mountain View CA 94040
Advisors at this office
2
Most active in
California · Louisiana · Texas
Also doing business as
Ap Financial LLC · Ap Financial LLC · Ap Investment Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ryan K
Mountain View, CA
AP Investment Management
Ryan Kolstad is a financial advisor at AP Investment Management with one year of industry experience. His prior roles include positions at Orr & Associates, Equinox, and New York Life, among others. AP Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with asset management, comprehensive wealth management, financial planning, and retirement plan consulting. The firm provides tailored investment strategies that utilize a variety of analytical methods and offers portfolio management for institutional clients alongside pension and retirement-plan consulting for employer plan sponsors.
Anithah N
CFP®, Series 63, Series 65
Mountain View, CA
AP Investment Management
Anithah Neelakanda Pillai is a CFP®-certified financial advisor with 10 years of industry experience. She is the sole advisor at AP Investment Management in Mountain View, CA, having previously worked at LPL Financial LLC and E.K. Riley Investments, LLC. AP Investment Management offers investment advisory and planning services to individuals, trusts, corporations, and pension/profit-sharing plans. The firm uses a range of securities to construct individualized portfolios, employs multiple methods of analysis, and provides pension consulting and ERISA-aware retirement plan services for employer plan sponsors.
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