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ASSET PRESERVATION GROUP INC
CRD 108150 · SEC 801-56931
2750 WILLIAM D. TATE AVE., SUITE 100, GRAPEVINE, TX, 76051, United States
Phone
817-251-1008
Fax
817-442-8555
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$321.2M
Discretionary AUM
$313.2M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $66.7M |
| High net worth individuals | 96 | $254.5M |
States served
CA, GA, LA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD