$99.9M Total AUM
$99.9M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
15 yrs Firm Age
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- Custodian
- Capital Group ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Frontier vitalWave capital
- Established Date
- 08-18-2010
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Preservation Capital Group
Preservation Capital Group is a Sarasota, FL advisory focused on personalized financial and investment planning for individuals and families, with an emphasis on retirement readiness, wealth building, and asset preservation. Portfolios commonly use ETFs alongside cash and U.S. government/agency bonds. Operates on platforms including Capital Group and Merrill Lynch.
Team overview
-- AVG AGE
$99.9M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Alpha Quantum Harbor
Client Personas
Matrix
Custodian
Frontier vertex Matrix Capital wave Harbor summit Prime glacier
Investment Themes
Bridge ridge Zenith focus Foundation ember Value
Investment Vehicles
Horizon Fusion vital Capital
Services
Momentum frontier Matrix Meridian foundation Quantum insight Matrix harbor Foundation Delta
Technology
Unison Alpha value
Owner & Executives
J
JOHN JOSEPH SAUICKIE JR
Managing Member, Senior Marketing Manager
- CRD
- #1461364
- Ownership
- 75% or more
(810) 592-8537
matrix.unison@glaciercapital.com
in linkedin.com/in/momentum-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,938,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $99,938,177 | -- |
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Separately Managed Accounts
Total SMA Asset: $99,938,177
Equity - Exchange:
60.3% Cash:
19.6% U.S. Government/Agency:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,634,453,332 | 60.3% |
| Cash | $1,181,348,015 | 19.6% |
| U.S. Government/Agency | $1,211,484,444 | 20.1% |
| Total | $6,027,285,791 | 100.0% |