ASSET PRESERVATION STRATEGIES, INC.
CRD #113516 SEC #801-63003 SAN DIEGO, CA 858-455-1825
SEC Registered
Total AUM
$73M
Discretionary
$357.1K
Employees
1
Clients
11
Accounts
428
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $73M | $357.1K | $72.6M | 1 | 150 |
| Mar 2012 | $73M | $357.1K | $72.6M | 1 | 150 |
| Aug 2011 | $68.1M | $0 | $68.1M | 5 | -- |
| Mar 2011 | $68.1M | $0 | $68.1M | 5 | -- |
| Sep 2010 | $57.3M | $0 | $57.3M | 5 | -- |
| Jun 2010 | $57.3M | $0 | $57.3M | 5 | -- |
| Mar 2007 | $62.4M | $1.2M | $61.3M | 5 | -- |
| Mar 2006 | $61.4M | $2.7M | $58.7M | 5 | -- |
| Apr 2004 | $30.9M | $0 | $30.9M | 5 | -- |
| Mar 2004 | $30.9M | $0 | $30.9M | 5 | -- |
DateMar 2012
Total AUM$73M
Discretionary$357.1K
Non-Disc.$72.6M
Employees1
Clients150
DateMar 2012
Total AUM$73M
Discretionary$357.1K
Non-Disc.$72.6M
Employees1
Clients150
DateAug 2011
Total AUM$68.1M
Discretionary$0
Non-Disc.$68.1M
Employees5
Clients--
DateMar 2011
Total AUM$68.1M
Discretionary$0
Non-Disc.$68.1M
Employees5
Clients--
DateSep 2010
Total AUM$57.3M
Discretionary$0
Non-Disc.$57.3M
Employees5
Clients--
DateJun 2010
Total AUM$57.3M
Discretionary$0
Non-Disc.$57.3M
Employees5
Clients--
DateMar 2007
Total AUM$62.4M
Discretionary$1.2M
Non-Disc.$61.3M
Employees5
Clients--
DateMar 2006
Total AUM$61.4M
Discretionary$2.7M
Non-Disc.$58.7M
Employees5
Clients--
DateApr 2004
Total AUM$30.9M
Discretionary$0
Non-Disc.$30.9M
Employees5
Clients--
DateMar 2004
Total AUM$30.9M
Discretionary$0
Non-Disc.$30.9M
Employees5
Clients--