ASSET PRESERVATION GROUP INC
CRD #108150 SEC #801-56931 GRAPEVINE, TX 817-251-1008
SEC Registered
Total AUM
$279.7M
Discretionary
$265.5M
Employees
4
Clients
0
Accounts
1,121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $279.7M | $265.5M | $14.2M | 4 | 0 |
| Mar 2024 | $263.4M | $259.7M | $3.6M | 4 | 1 |
| Nov 2023 | $169.1M | $130M | $39.2M | 4 | 150 |
| Mar 2023 | $169.1M | $130M | $39.2M | 4 | 150 |
| Jun 2022 | $186.3M | $117.8M | $68.5M | 2 | 104 |
| Mar 2022 | $186.3M | $117.8M | $68.5M | 2 | 104 |
| Mar 2021 | $160.1M | $130.7M | $29.4M | 2 | 321 |
| Feb 2021 | $160.1M | $130.7M | $29.4M | 2 | 321 |
| Jun 2020 | $132.4M | $68.4M | $63.9M | 2 | 256 |
| Mar 2020 | $132.4M | $68.4M | $63.9M | 2 | 256 |
| Mar 2019 | $94.7M | $82.5M | $12.2M | 4 | 133 |
| Nov 2018 | $100.8M | $87.2M | $13.7M | 4 | 84 |
| Jun 2018 | $92.9M | $77.4M | $15.5M | 4 | 84 |
| Mar 2018 | $78M | $3.6M | $74.4M | 4 | 84 |
| Dec 2017 | $177.6M | $0 | $177.6M | 4 | 0 |
| Sep 2017 | $177.6M | $0 | $177.6M | 4 | 300 |
| Mar 2017 | $160M | $0 | $160M | 4 | 300 |
| Mar 2016 | $160M | $0 | $160M | 4 | 300 |
| Mar 2015 | $160M | $0 | $160M | 4 | 300 |
| Mar 2014 | $160M | $0 | $160M | 4 | 300 |
| Mar 2013 | $130M | $0 | $130M | 4 | 300 |
| Mar 2012 | $130M | $0 | $130M | 1 | 200 |
| Apr 2011 | $120M | $0 | $120M | 5 | -- |
| Mar 2011 | $120M | $0 | $120M | 5 | -- |
| Mar 2009 | $44M | $0 | $44M | 5 | -- |
| May 2007 | $44M | $0 | $44M | 5 | -- |
| Apr 2007 | $44M | $0 | $44M | 5 | -- |
| Mar 2007 | $44M | $0 | $44M | 5 | -- |
| Sep 2005 | $51.3M | $0 | $51.3M | 5 | -- |
| Dec 2004 | $50.5M | $0 | $50.5M | 5 | -- |
DateMar 2025
Total AUM$279.7M
Discretionary$265.5M
Non-Disc.$14.2M
Employees4
Clients0
DateMar 2024
Total AUM$263.4M
Discretionary$259.7M
Non-Disc.$3.6M
Employees4
Clients1
DateNov 2023
Total AUM$169.1M
Discretionary$130M
Non-Disc.$39.2M
Employees4
Clients150
DateMar 2023
Total AUM$169.1M
Discretionary$130M
Non-Disc.$39.2M
Employees4
Clients150
DateJun 2022
Total AUM$186.3M
Discretionary$117.8M
Non-Disc.$68.5M
Employees2
Clients104
DateMar 2022
Total AUM$186.3M
Discretionary$117.8M
Non-Disc.$68.5M
Employees2
Clients104
DateMar 2021
Total AUM$160.1M
Discretionary$130.7M
Non-Disc.$29.4M
Employees2
Clients321
DateFeb 2021
Total AUM$160.1M
Discretionary$130.7M
Non-Disc.$29.4M
Employees2
Clients321
DateJun 2020
Total AUM$132.4M
Discretionary$68.4M
Non-Disc.$63.9M
Employees2
Clients256
DateMar 2020
Total AUM$132.4M
Discretionary$68.4M
Non-Disc.$63.9M
Employees2
Clients256
DateMar 2019
Total AUM$94.7M
Discretionary$82.5M
Non-Disc.$12.2M
Employees4
Clients133
DateNov 2018
Total AUM$100.8M
Discretionary$87.2M
Non-Disc.$13.7M
Employees4
Clients84
DateJun 2018
Total AUM$92.9M
Discretionary$77.4M
Non-Disc.$15.5M
Employees4
Clients84
DateMar 2018
Total AUM$78M
Discretionary$3.6M
Non-Disc.$74.4M
Employees4
Clients84
DateDec 2017
Total AUM$177.6M
Discretionary$0
Non-Disc.$177.6M
Employees4
Clients0
DateSep 2017
Total AUM$177.6M
Discretionary$0
Non-Disc.$177.6M
Employees4
Clients300
DateMar 2017
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees4
Clients300
DateMar 2016
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees4
Clients300
DateMar 2015
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees4
Clients300
DateMar 2014
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees4
Clients300
DateMar 2013
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees4
Clients300
DateMar 2012
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees1
Clients200
DateApr 2011
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees5
Clients--
DateMar 2011
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees5
Clients--
DateMar 2009
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateMay 2007
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateApr 2007
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateMar 2007
Total AUM$44M
Discretionary$0
Non-Disc.$44M
Employees5
Clients--
DateSep 2005
Total AUM$51.3M
Discretionary$0
Non-Disc.$51.3M
Employees5
Clients--
DateDec 2004
Total AUM$50.5M
Discretionary$0
Non-Disc.$50.5M
Employees5
Clients--