Asset Preservation Group Inc

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Assets, Funds, Holdings

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Asset Preservation Group Inc
CRD #108150
SEC #801-56931
CIK #
AUM $263.4 MM (2024-03-19)
Employees 4 (50% Investors, 50% Brokers)
Phone817-251-1008
Address2750 William D Tate Ave
Grapevine, TX 76051
Source [IAPD] [Website]
Total AUM ($MM)
3002401801206002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 304 70.2
(b) Individuals (high net worth individuals) 163 193.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,226 263.4
By Discretionary
Discretionary 1,204 259.7
Non-Discretionary 22 3.6
Total 1,226 263.4
By Non-United States Persons
Non-United States Persons 0.6
United States Persons 262.7
Total 1,226 263.4
Comparable Firms State AUM ($BB)
Intrack Investment Management Inc
VT 0.3
Wealth Advisors Northwest LLC
OR 0.3
Odyssey Personal Financial Advisors LLC
GA 0.3
Kondo Wealth Advisors Inc
CA 0.3
Watershed Private Wealth LLC
IL 0.3
Hamrick Investment Counsel LLC
WA 0.3
Promontory Financial Planning LLC
UT 0.3
Strategent Financial LLC
VA 0.3
Lifespan Financial Strategies Inc
FL 0.3
Unionview LLC
WA 0.3
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