Ap Commercial LLC is a large advisory firm based in Chevy Chase. It manages $1.19 billion of regulatory assets for 128 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Louisiana, Maryland, Pennsylvania, and Virginia.
Ap Commercial provides portfolio management for businesses and institutional clients, educational seminars and workshops, and identify and refer credit assets to banking institutions.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ap Commercial LLC is $1.19 billion. The firm's AUM has grown by 3850% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Ap Commercial LLC for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Donald Frank Cole is banking or thrift institutions with 128 clients and $1.19 billion of assets under management. Among the 6 most similar advisory firms, Ap Commercial has the highest percentage of banking or thrift institutions out of all clients.
The amount of regulatory assets under management is $1.19 billion for 128 clients. None of the firm’s clients are foreign persons or businesses.
Ap Commercial doesn't advise any private funds.
The company employs 46 people that are either part- or full-time employees. 61 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Donald Frank Cole has been acting as President since 1 Jan 2018. Hugh Michael O'connor joined the executive team most recently as the Treasurer.
The principal office where Ap Commercial LLC performs its advisory services is located at 4445 Willard Avenue, Chevy Chase, MD 20815 3695, which is also the mailing address of the firm. An additional office of the firm is in Moraga, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 301-232-5400 or by fax 301-232-5401. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at alliancepartners.com.