Asset Protection Group, LLC

RIASEC Registered
Total AUM
$8.2M
Discretionary
$8.2M
100% of AUM
Avg account
$222K
Accounts
37
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
155394
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Asset Protection Group, LLC is a small, independent registered investment adviser that combines financial planning and portfolio management with insurance brokerage services. The firm serves individual and family clients and operates as a capital allocator, using external managers where appropriate. Its advisory services include ongoing portfolio management for individuals and small businesses, selection of third-party advisers, and educational workshops. The firm favors liquid equity exposure as its primary allocation approach and supplements that core equity exposure with allocations to real estate via third-party managers. Fee arrangements are mixed (percentage of AUM, hourly, fixed and other), and the firm operates on a discretionary basis for its managed assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 93%, Cash & Cash Equivalents 3%, US Government Bonds 2%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%93%
  • Exchange Traded Equities93%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%
  • Investment Grade Corp Bonds1%
  • Non-Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Jeffrey Riblet

    Jeffrey Riblet

    Founder and PresidentCRD 2348964

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth