Asset Preservation Advisors, LLC

Asset Preservation Advisors, LLC (CRD# 106741) is a financial advisory firm headquartered in Atlanta, GA. They manage $6,927,938,831 in 2,149 accounts and serve the financial needs of clients across 36 states (or territories).

Current Firm Details
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326
https://twitter.com/apabonds
By the Numbers
  • Total Assets Under Management
    6,928
    MILLION
  • Total Number of Accounts
    2,149
    ACCOUNTS
  • Average Account Value
    $3,223,797
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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Asset Preservation Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Bob Farmer, financial advisor Atlanta GA
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 11 years of experience in the finance industry.

2
Patricia Hodgman, financial advisor Atlanta GA
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 8 years of experience in the finance industry.

3
Wesley Pond, financial advisor Atlanta GA
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 14 years of experience in the finance industry.

4
Kevin Woods, financial advisor Atlanta GA
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
Reinaldo Blanco, financial advisor New York NY
Reinaldo Blanco
CRD#: 6346065
1412 Broadway, 23rd Floor, Suite 2310, New York, NY 10018

Reinaldo Blanco (CRD# 6346065) is an Investment Advisor Representative working at Asset Preservation Advisors, LLC in New York, NY and has over 6 years of experience in the finance industry.

6
Peyton Bogard, financial advisor Atlanta GA
Peyton H. Bogard
CRD#: 7488817
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Peyton Bogard (CRD# 7488817) is an Investment Advisor Representative working at Asset Preservation Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

7
Lauren Olsen, financial advisor Atlanta GA
Lauren E. Olsen
CRD#: 7895998
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA 30326

Lauren Olsen (CRD# 7895998) is an Investment Advisor Representative working at Asset Preservation Advisors, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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