APS INVESTMENT MANAGEMENT GROUP
SEC RegisteredCONFIDENCE | EXPERIENCE | TRADITION
About the firm
APS Investment Management Group is a full-service financial consultant company that offers clients an assortment of quality, non-proprietary investment choices. The firm is committed to helping individuals and families meet and exceed their life goals through personalized service focused on needs, wants, and long-term goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Managed asset plans, retirement planning, investment portfolio analysis, variable and fixed annuities, life insurance, pension & 401(k) rollover planning & account management, and access to educational resources including financial websites, newsletters, seminars, and one-on-one counseling.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 503 | $84M |
| High Net Worth Individuals | 54 | $113M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APS INVESTMENT MANAGEMENT GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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