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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