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Asset Preservation Group Inc

● SEC registered since 1999CRD 108150SEC# 801-56931Grapevine, TX
Export (members)
Reg. AUM
$279.7M
Employees
4
Accounts
1,121
Location
Grapevine, TX

Asset Preservation Group Inc assets under management

Asset Preservation Group Inc operates as an SEC-registered investment adviser based in Grapevine, TX. The firm has been registered since 1999. It reports $279.7 million in regulatory assets under management and employs 4 people.
www.apg-advisors.comView on SEC.gov ↗

Asset Preservation Group Inc owners & executives

2 reported
NameTitleOwnershipSince
Michael Scott Franklin ControlPresident50-75%2011
Vernon Russell Billingsley ControlPresident, Chief Compliance Officer50-75%2023

Frequently asked questions

How much does Asset Preservation Group Inc manage?

Asset Preservation Group Inc reports $279.7 million in regulatory assets under management on its Form ADV.

How many employees does Asset Preservation Group Inc have?

Asset Preservation Group Inc reports 4 employees.

Where is Asset Preservation Group Inc located?

Asset Preservation Group Inc is based in Grapevine, TX and has been SEC-registered since 1999.

Does Asset Preservation Group Inc disclose fund performance?

Asset Preservation Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2750 William D. Tate Ave., Suite 100, Grapevine, TX 76051
Phone817-251-1008
Fax817-442-8555
Office hours8:30a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$265.5M
Non-discretionary$14.2M
Total (RAUM)$279.7M