Preservation Capital Group

Preservation Capital Group (CRD# 154462) is a financial advisory firm headquartered in , . They manage $97,684,879 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $1,843,111
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Preservation Capital Group
Showing 1 - 1 of 1 top financial advisors.
1
John Sauickie, financial advisor Sarasota FL
John J. Sauickie
CRD#: 1461364
Sarasota, FL

John Sauickie (CRD# 1461364) is an Investment Advisor Representative working at Preservation Capital Group in Sarasota, FL and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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