Preservation Capital Group
Firm details
- Headquarters
- ,
- CRD number
- 154462
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.28%
- Charitable Organizations19.2%
- Corporations / Businesses10.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Preservation Capital Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and serves both high-net-worth individuals and families as well as institutional and business clients. Its advisory work centers on discretionary portfolio management for individuals/small businesses and for businesses or institutions. The firm does not identify itself as an active ESG investor and is not structured as a capital allocator. It is not presented as a multi-state or newly formed adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- US Government Bonds30%
- Cash & Cash Equivalents30%
Contacts
1 of 1John Sauickie
Managing PartnerCRD 1461364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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