CRD: 125398
Asset ACCUMULATION,PROTECTION,PRESERVATION AND Transfer, LLC
$13.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- American Funds · SEI · T. Rowe Price
- Clients
- Retail
- Platforms
- MeridianEmber vital
- Established Date
- 05-14-2003
- Office Locations
- 1
Office Locations
-- Blue Ridge GA
About Asset ACCUMULATION,PROTECTION,PRESERVATION AND Transfer, LLC
AAPPT, LLC is an independent advisory and financial planning firm serving professionals, business owners, and retirees. The practice takes a holistic, life-cycle approach—accumulation, protection, preservation, and transfer—integrating investment, tax, and legal planning with a moderate/conservative lens. Portfolios commonly use ETFs and investment-grade fixed income; led by an advisor who is also an attorney and CPA.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$301.3K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Unlock to see real insight on insight atlas.
Request access to benchmark trends tied to harbor fusion.
Open the full profile to inspect shifts in pathway matrix.
Full visibility includes strategy notes for ember value.
Upgrade to reveal position-level detail across summit foundation.
Premium access reveals conviction themes in meridian eagle beacon.
Full visibility includes strategy notes for pathway capital.
Unlock to see real insight on signal legacy alpha.
Asset Classes
Summit peak Matrix
Investment Themes
Unison Peak matrix
Investment Vehicles
Momentum
Services
Vital Radial Ridge fusion Focus Value delta Pioneer vital
Technology
Unison Unison
Owner & Executives
JOHN ALAN CORY
Advisor
- CRD
- #1366218
- Ownership
- 75% or more
(483) 692-8213
crest.timber@beaconcapital.com
in linkedin.com/in/quantum-summit
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,556,257 | -- |
| Total | $13,556,257 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $13,556,257
Equity - Exchange:
30.4% Corporate - Investment Grade:
7.5% Municipal Bonds:
23.5% Corporate - Non-Investment Grade:
10.9% Equity - OTC:
18.9% Cash:
8.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,405,590,063 | 30.4% |
| Corporate - Investment Grade | $593,484,390 | 7.5% |
| Municipal Bonds | $1,859,584,423 | 23.5% |
| Corporate - Non-Investment Grade | $862,530,647 | 10.9% |
| Equity - OTC | $1,495,580,664 | 18.9% |
| Cash | $696,355,019 | 8.8% |
| Total | $7,913,125,206 | 100.0% |