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Asset Preservation Advisors, LLC

Headquartered in ATLANTA, GA

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Firm Information

Asset Preservation Advisors, LLC is an investment advisor headquartered in Atlanta, GA. The firm provides portfolio management services for individuals, businesses, and pooled investment vehicles. They manage approximately $6.93 billion in assets for over 2,100 clients, including corporations, high-net-worth individuals, charitable organizations, and pooled investment vehicles. Their services include portfolio management, financial planning, and investment advisory services. The firm's website addresses include: https://twitter.com/APABONDS, http://assetpreservationadvisors.com/, https://www.linkedin.com/company/asset-preservation-advisors, https://www.facebook.com/assetpreservationadvisors/, and https://www.apabonds.com.

Asset Preservation Advisors, LLC

3344 PEACHTREE ROAD, NE

ATLANTA, GA 30326

$6.93B

Assets Under Management

1

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ASSET PRESERVATION ADVISORS, LLC has a total of 2 branch locations across the country.
location

New York, NY

location

ATLANTA, GA

Advisors at Asset Preservation Advisors, LLC

View All 6 Advisors
Unclaimed
Lauren Elizabeth Olsen

CFA®, RA

ATLANTA, GA

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Unclaimed
Bob Mann Farmer

RA

ATLANTA, GA

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Kevin Burress Woods

RA

ATLANTA, GA

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Unclaimed
Wesley Kinross Pond

CFA®, RA

ATLANTA, GA

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Unclaimed
Lauren Paige Louw

RA

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Unclaimed
Patricia Husted Hodgman

RA

ATLANTA, GA

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Unclaimed
Peyton Harrison Bogard

RA

ATLANTA, GA

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Disclosures

There are no public disclosures for Asset Preservation Advisors, LLC.

Frequently Asked Questions (9)

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