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ASSET PRESERVATION GROUP INC
2750 William D. Tate Ave.
Suite 100
Grapevine, Texas 76051
Tel: 817-251-1008
About ASSET PRESERVATION GROUP INC
ASSET PRESERVATION GROUP INC, formally registered with the SEC as ASSET PRESERVATION GROUP INC. The firm was established in 10/22/1999. They have over 1 offices throughout the country.
ASSET PRESERVATION GROUP INC is a Grapevine, Texas based Financial Planning firm with nearly $263,375,395 assets under management, offering retirement planning & investment advisory services to 1226 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108150 |
| SEC# | 801-56931 |
| Assets Managed by Firm | $263,375,395 |
| No. of Clients | 1226 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1226 | $263,375,395 |
| Individuals (other than high net worth individuals) | 304 | $70,218,262 |
| High net worth individuals | 163 | $193,157,133 |
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|---|---|---|---|
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