Wealth Accumulation & Preservation, Inc.
Wealth Accumulation & Preservation, Inc. (CRD# 156408) is a financial advisory firm headquartered in Streator, IL. They manage $24,346,512 in 420 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth Accumulation & Preservation, Inc.
By the Numbers
-
Total Assets Under Management24MILLION
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Total Number of Accounts420ACCOUNTS
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Average Account Value$57,968
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Wealth Accumulation & Preservation, Inc.
1
Timothy Armstrong (CRD# 2367576) is an Investment Advisor Representative working at Wealth Accumulation & Preservation, Inc. in Streator, IL and has over 30 years of experience in the finance industry.
2
Robert Benning (CRD# 2002792) is an Investment Advisor Representative working at Wealth Accumulation & Preservation, Inc. in Streator, IL and has over 32 years of experience in the finance industry.
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