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
Preservation Capital Group
By the Numbers
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Total Assets Under Management98MILLION
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Total Number of Accounts53ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Preservation Capital Group
1
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.
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