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Peyton Harrison Bogard

Asset Preservation Advisors, LLC

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About Peyton Harrison Bogard

Peyton Harrison Bogard is an Investment Advisor Representative at Asset Preservation Advisors, LLC. Peyton has been registered with the state of Georgia since April 2022. Peyton has 1 state exam: Uniform Investment Adviser Law Examination (Series 65). Peyton has worked in the financial industry since June 2020. Peyton is a graduate of the University of Georgia.

Firm Information

Peyton Bogard 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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Peyton Bogard’s Registration & Firm History

GA

04/12/2022 - Present

Asset Preservation Advisors, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 04/11/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peyton Harrison Bogard.
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