Asset Preservation Advisors Inc.

Asset Preservation Advisors Inc. (CRD# 106741) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,066,129,747 in 780 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,066
    MILLION
  • Total Number of Accounts
    780
    ACCOUNTS
  • Average Account Value
    $2,648,884
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, GA, IL, LA, MA, MD, MO, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TN, TX, VA, WV

Financial Advisors at Asset Preservation Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bob M. Farmer
CRD#: 834146
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326
90
Wealthminder
score

Bob Farmer (CRD# 834146) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

2
Spencer M. Swan
CRD#: 6037888
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326
90
Wealthminder
score

Spencer Swan (CRD# 6037888) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

3
Patricia J. Husted
CRD#: 5208451
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326
87
Wealthminder
score

Patricia Husted (CRD# 5208451) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has over 2 years of experience in the finance industry.

4
Kevin B. Woods
CRD#: 4740999
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326
87
Wealthminder
score

Kevin Woods (CRD# 4740999) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.