Asset Preservation Advisors Inc.

Asset Preservation Advisors Inc. (CRD# 106741) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,147,751,835 in 1,400 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,148
    MILLION
  • Total Number of Accounts
    1,400
    ACCOUNTS
  • Average Account Value
    $2,962,680
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, DC, FL, GA, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA

Financial Advisors at Asset Preservation Advisors Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Bob M. Farmer
CRD#: 834146
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Bob Farmer (CRD# 834146) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has over 8 years of experience in the finance industry.

2
Patricia H. Hodgman
CRD#: 5208451
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Patricia Hodgman (CRD# 5208451) 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
Wesley K. Pond
CRD#: 5702646
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Wesley Pond (CRD# 5702646) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has over 11 years of experience in the finance industry.

4
Spencer M. Swan
CRD#: 6037888
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Spencer Swan (CRD# 6037888) is an Investment Advisor Representative working at Asset Preservation Advisors Inc. in Atlanta, GA and has over 8 years of experience in the finance industry.

5
Kevin B. Woods
CRD#: 4740999
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

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.

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