Asset Preservation Strategies, Inc. is an adviser based in San Diego. It manages $73 million of regulatory assets for 428 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Louisiana, New Hampshire, Oklahoma, and Texas.
Asset Preservation Strategies provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Asset Preservation Strategies, Inc. is $73 million. The firm's AUM has grown by 19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Asset Preservation Strategies, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Logan Jenkins has been acting as President since 1 Jan 2000. Janet Lee Butler joined the executive team most recently as the Compliance Officer.
The principal office where Asset Preservation Strategies, Inc. performs its advisory services is located at 3636 Nobel Drive, San Diego, CA 92122 1042, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-455-1825 or by fax 858-455-6211. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.asset-preservation.com.