ASSET PRESERVATION GROUP INC
Adviser information for ASSET PRESERVATION GROUP INC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,204 | $259.7M |
| Non-Discretionary | 22 | $3.6M |
| Total | 1,226 | $263.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 304 | $70.2M |
| HNW Individuals | 163 | $193.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 195.5M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| THE ASSET PRESERVATION GROUP INC | ASSET PRESERVATION GROUP INC |
Identifiers
| SEC RIA File Number | 801-56931 |
|---|---|
| SEC ERA File Number | 801-56931 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108150 |
| Legal Entity Identifier | None |
Principal Office
2750 WILLIAM D. TATE AVE.SUITE 100
GRAPEVINE
TX
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 817-251-1008, Fax: 817-442-8555
Websites
Chief Compliance Officer
VERNON RUSSELL BILLINGSLEY
PRESIDENT, CHIEF COMPLIANCE OFFICER
2750 WILLIAM D. TATE AVE.
SUITE 100
GRAPEVINE
TX
United States
Tel:
817-251-1008
Fax:
817-442-8555
R******@***************M
(Full email address available in API data)
Regulatory Contact
MICHAEL S. FRANKLIN
PRESIDENT
2750 WILLIAM D. TATE AVE.
SUITE 100
GRAPEVINE
TX
United States
Tel:
817-251-1008
Fax:
817-442-8555
M***@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BILLINGSLEY, VERNON, RUSSELL | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER | 01/2023 | 50-75% |
| FRANKLIN, MICHAEL, SCOTT | Individual | – | PRESIDENT | 09/2011 | 50-75% |