Asia Pacific Investors Services is a large advisory firm based in Hagatna. It manages $30 million of regulatory assets for 420 client accounts. It has been registered with the SEC as an adviser since 2009.
Asia Pacific Investors Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asia Pacific Investors Services is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Asia Pacific Investors Services for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael L. Pexa has been acting as President since 1 Mar 1993. Daniel Lee Webb joined the executive team most recently as the President/Chief Compliance Officer.
The principal office where Asia Pacific Investors Services performs its advisory services is located at 145 Aspinall Avenue, Hagatna, GU 96910 5156, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 671-472-6400 or by fax 671-472-1044. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.fmgguam.com.