ASSET PROTECTION GROUP

ASSET PROTECTION GROUP of SUNRISE, FL is an SEC-registered investment adviser (CRD 164544). Regulatory assets under management: $62.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 164544
• Type: Registered investment adviser
• Location: 440 SAWGRASS CORPORATE PKWY, SUNRISE, FL, 33325
• Phone: 954-598-0752
• Latest filing: 2026-03-17
• Regulatory AUM: $62.2M
• Discretionary AUM: $61.6M
• Non-discretionary AUM: $638K
• Clients: 5
• Accounts: 333

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164544 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search