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- Custodian
- Altruist · Bank OF America · SSG
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-26-2020
- Office Locations
- 1
Office Locations
About AP Financial Contingency Group INC
AP Financial Contingency Group Inc. is a Florida-based registered investment adviser serving retail clients with financial and investment planning, portfolio construction, and asset-allocation guidance. The firm emphasizes ongoing monitoring and client education through the planning process and can coordinate insurance and annuity solutions via Ash Brokerage. Custody relationships include Altruist and Bank of America.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREA CAROLINA PUERTA CARRENO
Chief Compliance Officer, President
- CRD
- #5952797
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,702,599 | -- |
| Total | $2,702,599 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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