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Building 2ASSET PRESERVATION GROUP INC

Map pinGRAPEVINE, TX
Phone817-251-1008
NotebookSEC #801-56931
Total AUM
$321.2M
Employees
4
Clients
330

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2750 WILLIAM D. TATE AVE.
SUITE 100
GRAPEVINE
TX 76051
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
817-251-1008

ReceiptFinancials

Total AUM
$321.2M
Accounts
1,179
Discretionary
$313.2M
Accounts
1,133
Non-Discretionary
$8M
Accounts
46

ContactClients

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Individual Clients
234
AUM
$66.7M
HNW Individual Clients
96
AUM
$254.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALANCTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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