Asia Pacific Financial Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$208,514,179
Clients
1,417
Advisors
4
of 9 employees
About
Asia Pacific Financial Management Group provides personalized investment advice, discretionary portfolio management, and retirement and financial planning to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $303.5 million in discretionary assets and serves about 1,417 clients through a four-advisor team, reflecting a high client-to-advisor ratio.
The firm primarily allocates client assets to exchange-traded funds and mutual funds, with limited use of individual debt and equity securities, and describes a tailored, low-cost, buy-and-hold approach for long-term investors informed by fundamental and cyclical analysis. Portfolios are monitored by an investment committee and managed on a discretionary basis, with client risk tolerance, time horizon and objectives used to customize allocations and occasional deviations from model portfolios.
Asia Pacific discloses that certain supervised persons are licensed insurance agents who may receive commissions for insurance product recommendations, and it notes potential conflicts of interest related to those activities. The brochure also states the firm ceased brokerage operations in 2023 to operate exclusively as an SEC-registered adviser, and that clients receive periodic performance reports and model-portfolio information—features that, together with the firm’s client load and insurance activities, distinguish it from many peer teams.
Client services
Expertise
Fee options
$0 - $249,999: 1.85% $250,000 - $499,999: 1.75% $500,000 - $999,999: 1.50% $1,000,000 - $2,999,999: 1.35% $3,000,000 - $4,999,999: 1.10% $5,000,000+: Negotiable
Account minimum: $250,000
Most active in
Arizona · California · Florida · Hawaii · Nevada · Oregon · Texas · Washington
Also doing business as
Asia Pacific Financial Management Group · Asia Pacific Financial Management Group, Inc. · Asia Pacific Investors Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Jonathan U
Series 63, Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Jonathan Ulloa is a financial advisor with Asia Pacific Financial Management Group, Inc., holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Asia Pacific Financial Management Group since 2012. Outside of his advisory role, Ulloa has worked as a journalist and editor for UNO Magazine in Guam, coordinating and writing articles for the bi-monthly publication from 2010 to 2018. Asia Pacific Financial Management Group provides personalized investment advice and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $286 million in discretionary assets and employs a low-cost, diversified buy-and-hold investment approach tailored to clients’ risk tolerance and time horizons.
Sophie B
CFP®, Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Sophie Brindejonc Choi is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Asia Pacific Financial Management Group, Inc. since 2013. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, investment management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a disciplined, low-cost diversified buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, tailoring portfolios to clients’ risk tolerance and time horizon.
Jonathon H
Series 66
Remote
Asia Pacific Financial Management Group, Inc.
Jonathon Holm is a financial advisor at Asia Pacific Financial Management Group, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at the University of Guam, Macy’s Inc., and Netopia Internet Cafe. Asia Pacific Financial Management Group, Inc. provides personalized investment advice, management, and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses a disciplined, low-cost, diversified buy-and-hold investment approach focused on exchange-traded funds and mutual funds, tailoring portfolios to clients' risk tolerance and time horizons.
Sandra M
Series 66, Series 65
Remote
Asia Pacific Financial Management Group, Inc.
Sandra Mckeever is a financial advisor at Asia Pacific Financial Management Group, Inc. with 26 years of industry experience. She holds Series 66 and Series 65 credentials and has been with Asia Pacific Financial Management Group since 1999. Outside of her advisory role, she serves as Vice President of Prometi, LLC, which is involved in landscaping, property management, and health and wellness consulting. Asia Pacific Financial Management Group provides investment advice, discretionary portfolio management, and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm follows a tailored, low-cost, buy-and-hold investment approach primarily using exchange-traded funds and mutual funds, managing about $303.5 million in discretionary assets for approximately 1,417 clients through a four-advisor team.
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