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| Keyboard |
| Asset Preservation Group Inc
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|---|---|
| CRD # | 108150 |
| SEC # | 801-56931 |
| CIK # | |
| AUM | 321.2 M (2026-03-25) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 817-251-1008 |
| Address | 2750 William D Tate Ave Grapevine, TX 76051 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 234 | 66.7 |
| (b) Individuals (high net worth individuals) | 96 | 254.5 |
| (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 | 1,179 | 321.2 |
| By Discretionary | ||
| Discretionary | 1,133 | 313.2 |
| Non-Discretionary | 46 | 8.0 |
| Total | 1,179 | 321.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 320.4 | |
| Total | 1,179 | 321.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Nicholson Wealth Management Group LLC
✚
|
SC | 322.0 M |
|
Shum Financial Group Inc
✚
|
CA | 322.0 M |
|
BB Graham & Company Inc
✚
|
CA | 321.7 M |
|
HF Advisory Group LLC
✚
|
MD | 321.5 M |
|
Advisors Financial Inc
✚
|
VA | 321.2 M |
|
Strategic Financial Partners Ltd
✚
|
321.1 M | |
|
Toomey Investment Management Inc
✚
|
CT | 321.0 M |
|
Meadowbrook Advisors Group LLC
✚
|
321.0 M | |
|
HW Capital LLC
✚
|
CA | 321.0 M |
|
Sentinel Advisory Group LLC
✚
|
WI | 320.8 M |