This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Matrix
- Established Date
- 05-05-1992
- Office Locations
- 1
Office Locations
About Asset Preservation Group INC
The Asset Preservation Group, Inc. is an independent, SEC-registered RIA providing personalized retirement planning, retirement income strategies, tax planning, and risk-managed portfolio construction with ongoing wealth, estate, and tax plan coordination. The firm works primarily with retirees and pre-retirees and also serves niches such as airline pilots/engineers, women, and small business owners. Portfolios commonly use ETFs and custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VERNON RUSSELL BILLINGSLEY
Chief Compliance Officer, President
- CRD
- #1714367
- Ownership
- 50% but less than 75%
MICHAEL SCOTT FRANKLIN
Owner, President
- CRD
- #4747047
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,168,145 | $276,406 |
| Non-Discretionary | $8,004,617 | $174,013 |
| Total | $321,172,762 | $272,411 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $321,172,762
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $391,604,559 | 20.4% |
| Equity - Exchange | $382,006,408 | 19.9% |
| Private Funds | $247,632,295 | 12.9% |
| Other | $297,542,680 | 15.5% |
| Cash | $366,649,367 | 19.1% |
| U.S. Government/Agency | $234,194,884 | 12.2% |
| Total | $1,919,630,193 | 100.0% |