Asset Preservation Advisors, LLC

Asset Preservation Advisors, LLC (CRD# 106741) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,663,515,858 in 1,560 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,664
    MILLION
  • Total Number of Accounts
    1,560
    ACCOUNTS
  • Average Account Value
    $2,989,433
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, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA

Financial Advisors at Asset Preservation Advisors, LLC
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, LLC in Atlanta, GA and has over 9 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, LLC in Atlanta, GA and has over 6 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, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.

4
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, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

5
Thomas V. Zeuthen
CRD#: 7365090
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Thomas Zeuthen (CRD# 7365090) is an Investment Advisor Representative working at Asset Preservation Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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