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- Custodian
- Charles Schwab & Company · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2012
- Office Locations
- 1
Office Locations
About Asset Protection Group
Asset Protection Group is a fiduciary retirement planning and investment management firm serving driven, high-achieving individuals preparing for an adventure-focused retirement. The team builds coordinated strategies across retirement income, legacy planning, investments, health care, and taxes. Client portfolios lean heavily on ETFs alongside U.S. government/agency fixed income, with custody including Charles Schwab. Differentiator: its three-step “Retirement Parachute” process to stress-test plans before retirement.
Team overview
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
WILLIAM ALAN GRUNTLER
Chief Compliance Officer, Founder, President
- CRD
- #2015134
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Wyatt Gruntler
Vice President
- CRD
- #7831344
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,581,617 | -- |
| Non-Discretionary | $637,918 | -- |
| Total | $62,219,535 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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