APIIS Financial Group: Detailed Company Information & Corporate Profile
Summary
APIIS Financial Group was founded in 2010 and is headquartered in Los Angeles, CA. With a team of 100–200 professionals, the firm focuses on financial services across the United States.
The company offers comprehensive planning solutions, including personal financial planning, wealth management, IRA and 401(k) advisory, estate planning, investment strategies, college education budgeting, retirement roadmaps, and annuity products.
Key leaders guide the firm’s strategic direction: Yueyao Li serves as a Financial Advisor; Aeri Lee brings expertise as a Financial Professional; Patrick Joung holds the role of Senior Vice President; and Anna Rostan leads as Finance Director.
| APIIS Financial Group Website | apiisfinancialgroup.com |
| Industries | |
| APIIS Financial Group Headquarters Address | 3435 Wilshire Blvd. Suite 930, Los Angeles, CA, 90010 US |
| Company Size | 100-200 employees |
| Specialities & Services | Financial Planning, Wealth Management, IRA , 401K, Estate Planning, Investments, College Education Planning, Retirement Planning, Annuities |
| Founded | 2010 |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-09-18 |
Workforce Turnover
Length of Employment
APIIS Financial Group's workforce includes employees across a wide range of tenure levels.
50% have been with the company for 5 to 7 years50% have been with the company for 8 to 10 years
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APIIS Financial Group Corporate Information: FAQ
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