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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2010
- Office Locations
- 1
Office Locations
About Asset Protection Group, LLC
Asset Protection Group, LLC is a Georgia-based planning firm focused on families and retirees navigating Medicaid and nursing home planning, alongside estate and tax strategies, retirement income/rollovers, reverse mortgages, veterans benefits, and investment planning. Led by founder Jeff Riblet (industry since 1993), the firm emphasizes education and works with licensed attorneys for legal documents, and primarily implements portfolios using ETFs.
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Owner & Executives
JEFFREY ALAN RIBLET
President
- CRD
- #2348964
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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