Asset Preservation Strategies, Inc. (San Diego)

Name: Asset Preservation Strategies, Inc.
Address: 3636 Nobel Drive, San Diego, CA, 92122 1042
Telephone: 858-455-1825

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.

Asset Preservation Strategies: assets under management

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 firm manages $357.12 thousand in discretionary accounts and $72.64 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $119.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $170.92 thousand.

Fees & Commissions

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.

Careers at Asset Preservation Strategies, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Logan Jenkins	President	1 Jan 2000	75% - 100%	1163851
Gregory Raymond Banner	Vice president	1 Nov 2001	Other	1729388
Janet Lee Butler	Compliance officer	1 Oct 2004	Other	2956764

Based in San Diego

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.