← Directory
ADVANCED PORTFOLIO STRATEGIES
Legal name: APS MANAGEMENT GROUP, INC.
CRD 284697File 801-129062
APPROVED
Retail clients
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$217.4M
Below cohort median (national)
Discretionary AUM
$176.2M
Non-discretionary $41.2M
Clients
471
471 accounts
Employees
6
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 3, 2024
- Principal office
- 3625 DEL AMO BLVD, SUITE 190, TORRANCE, CA, 90503
- Phone
- (310) 776-6549
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $217.4M
- Discretionary AUM
- $176.2M
- Non-discretionary AUM
- $41.2M
- Discretionary accounts
- 438
- Non-discretionary accounts
- 33
- Total accounts
- 471
- AUM per client
- $462K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $3.0M |
| Charitable organizations | Fewer than 5 | $937K |
| High net worth individuals | 49 | $84.8M |
| Pension and profit sharing plans | 150 | $75.9M |
| Individuals (other than high net worth individuals) | 260 | $52.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.