Preservation Capital Group

RIAState Registered
Total AUM
$99.9M
Discretionary
$99.9M
100% of AUM
Avg account
$2.1M
Accounts
47
Employees
1
Advisory reps
1

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

FINTRX

Overview

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—charged as a percentage of assets under management—to both individual and family clients as well as institutional clients. Its advisory scope explicitly includes portfolio management for individuals and small businesses, and for businesses or institutions. The firm is not positioned as a capital allocator, does not report related advisers, and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, US Government Bonds 30%, Cash & Cash Equivalents 30%40%
  • Exchange Traded Equities40%
  • US Government Bonds30%
  • Cash & Cash Equivalents30%

Contacts

1 of 1
  • John Sauickie

    Managing PartnerCRD 1461364

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth