AP-FINANCIAL LLC
Legal name: AP INVESTMENT MANAGEMENT
CRD #334805 SEC #801-132030 MOUNTAIN VIEW, CA 650-618-1091
SEC Registered
Total AUM
$27.9M
Discretionary
$27.9M
Employees
1
Clients
0
Accounts
127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $27.9M | $27.9M | $0 | 1 | 0 |
| May 2025 | $27.9M | $27.9M | $0 | 1 | 0 |
| May 2025 | $27.9M | $27.9M | $0 | 2 | 0 |
| Apr 2025 | $27.9M | $27.9M | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Feb 2025 | $0 | $0 | $0 | 2 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2025
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$27.9M
Discretionary$27.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0