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Lauren Elizabeth Olsen

Asset Preservation Advisors, LLC

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About Lauren Elizabeth Olsen

Lauren Elizabeth Olsen is a registered investment advisor representative with Asset Preservation Advisors, LLC. Lauren has been in the industry since July 2013 and joined Asset Preservation Advisors in March 2024. Lauren is registered with the state of New York and is also licensed in Georgia. Lauren is a Chartered Financial Analyst. Lauren's specialization areas are retirement planning, investment management, and portfolio management. Lauren's firm Asset Preservation Advisors, LLC offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also provides services in retirement planning and financial planning.

Firm Information

Lauren Olsen is currently registered with Asset Preservation Advisors, LLC. 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.

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Lauren Olsen’s Registration & Firm History

GA

04/01/2024 - Present

Asset Preservation Advisors, LLC (ATLANTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lauren Elizabeth Olsen.
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