Api Financial Planning Services Inc (Owings Mills)

Name: Api Financial Planning Services Inc
Address: 400 Redland Court, Owings Mills, MD, 21117
Telephone: 410-581-9925

Api Financial Planning Services Inc is a large advisory firm based in Owings Mills. It manages $65.58 million of regulatory assets for 426 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware and Maryland.

Api Financial Planning Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Api Financial Planning Services: assets under management

The assets under management (AUM) of Api Financial Planning Services Inc is $65.58 million. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.83 million in discretionary accounts and $20.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $183.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Api Financial Planning Services Inc for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Api Financial Planning Services Inc

James Eugene Guy has been acting as President since 1 Dec 1984. Helen T Guy joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Eugene Guy	President	1 Dec 1984	50% - 75%	868659
Helen T Guy	Vice president	1 Dec 1984	50% - 75%	433873

Based in Owings Mills

The principal office where Api Financial Planning Services Inc performs its advisory services is located at 400 Redland Court, Owings Mills, MD 21117, 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 410-581-9925 or by fax 410-581-9926. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.apifinancial.com.