AP Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,944,772
Total clients
65
42% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$645,304
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 location
AP Investment Management
800 W El Camino Real, #180
Mountain View CA 94040, United States
Number of offices
2
Most active in
California · Louisiana · Texas
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
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