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Asset Preservation Advisors Inc
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Overview Share
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Atlanta, Georgia
$4.1 billion AUM
1 office

Asset Preservation Advisors Inc is based in Atlanta, Georgia and has $4.1 billion in assets under management.

3344 Peachtree Road, NE
Suite 2050
Atlanta, GA 30326
$4.1 billion
AUM Share
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Assets under management
1,400 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 547 $300,506,276 7% $549,372
High net worth individuals 713 $2,745,107,694 66% $3,850,081
Pooled investment vehicles 3 $114,802,082 3% $38,267,361
Charitable organizations Fewer than 5 clients $16,455,361
Other corporations or businesses 133 $970,880,422 23% $7,299,853
Employees Share
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Investment analysts
59% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Asset Preservation Advisors Inc makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Asset Preservation Advisors Inc provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 106,741
SEC number 801-41636
Legal structure Corporation
Legal governance Georgia, United States
Latest ADV filing date May 15, 2020

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