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ASSET PRESERVATION GROUP INC

GRAPEVINE, TX · CRD 108150 · IAPD ↗ · apg-advisors.com · 817-251-1008

$321.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2024 — ASSET PRESERVATION GROUP INC reported RAUM up 56% ($169.1M -> $263.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.