Asset Protect One

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

10155 Westmoor Dr Ste 175, Westminster, ...

Phone Number

(720) 588-2000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Asset Protect One

APO Financial is a financial services and retirement planning firm serving clients in Colorado, Michigan, and Florida. The company focuses on creating holistic financial plans that prioritize clients' goals, values, and lifestyles, utilizing a proven five-pillar PRIME Retirement planning model. They offer personalized strategies for investment planning, asset protection, retirement income, tax mitigation, and estate planning. APO Financial aims to empower clients to make informed financial decisions with clarity and confidence.Explore more
Asset Protect One's Social MediaPopular SearchesAsset Protect One IncAPO FinancialAPO Financial Services LLCAPO Financial IncAsset Protect OneSIC Code 62,628NAICS Code 52,523Show more

Asset Protect One Org Chart

JG
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Chief Executive Officer

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Assistant Director, Operations

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LM
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Director, Marketing

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Administrator

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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Asset Protect One

<$5M
1-10
Private
<$5M
2008
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$7.7M
11-50
Private
-
2007
AS
Ajaykumar ShahLife Insurance & Pension Plan Specialist
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
JM
Jason MinFinancial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Asset Protect One is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Asset Protect One is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Asset Protect One.

Asset Protect One financials insights

Gather financial insights about Asset Protect One, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

2021

Debt

$168K

See All Asset Protect One's Financials Insights

Asset Protect One Tech Stack

A closer look at the technologies used by Asset Protect One

Most Recent Scoops

Funding
Asset Protect One has received an SBA PPP loan in the amount of $168,957 from U.S. Bank resulting in the retention of 9 jobs.
Award
Funding
Asset Protect One has received an SBA PPP loan for $150,000-350,000 from U.S. Bank.
Funding
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Top Finance Companies

Frequently Asked Questions Regarding Asset Protect One

What is Asset Protect One's official website?
Asset Protect One's official website is www.apofinancial.com
What is Asset Protect One's Revenue?
Asset Protect One's revenue is <$5 Million
What is Asset Protect One's SIC code?
Asset Protect One's SIC: 62,628
What is Asset Protect One's NAICS code?
Asset Protect One's NAICS: 52,523
How many employees does Asset Protect One have?
Asset Protect One has 1-10 employees
What industry does Asset Protect One belong to?
Asset Protect One is in the industry of: Finance, Insurance, Securities Trading
What is Asset Protect One competition?
Asset Protect One top competitors include: Copper Canyon Wealth Management, Eagle Strategies, BeamaLife, Vertex Capital Advisors
What technology does Asset Protect One use?
Some of the popular technologies that Asset Protect One uses are: goo.gl, Q4, WooCommerce, WordPress.org
How do I contact Asset Protect One?
Asset Protect One contact info: Phone number: (720) 588-2000 Website: www.apofinancial.com
What does Asset Protect One do?

APO Financial is a financial services and retirement planning firm serving clients in Colorado, Michigan, and Florida. The company focuses on creating holistic financial plans that prioritize clients' goals, values, and lifestyles, utilizing a proven five-pillar PRIME Retirement planning model. They offer personalized strategies for investment plan... ning, asset protection, retirement income, tax mitigation, and estate planning. APO Financial aims to empower clients to make informed financial decisions with clarity and confidence.Read More

What are Asset Protect One social media links?
Asset Protect One Linkedin page Asset Protect One Twitter page Asset Protect One Facebook page
Who invested in Asset Protect One?
Asset Protect One has 2 investors including PPP and PPP.
Is Asset Protect One a public company?
Asset Protect One is private company therefore does not currently have an official ticker symbol
See more information about Asset Protect One

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