ASSET PRESERVATION ADVISORS, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 106741
- Registered since
- May 27, 1992
- Website
- www.apabonds.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, UBS FINANCIAL SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.72%
- Corporations / Businesses16.56%
- Individuals5.28%
- Charitable Organizations0.29%
- Investment Companies0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Asset Preservation Advisors, LLC is a limited liability company that has been SEC-registered since 1992. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals/small businesses, investment companies, and other businesses or institutions. Its stated fee arrangements combine percentage-of-AUM billing with fixed fees. The regulatory snapshot lists the adviser as an active ESG investor and records the owner type as a mix of a domestic entity and individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds98%
- Cash & Cash Equivalents2%
Owners & executives
3 of 4CHARLES DOTY
Co-CEOCRD 2520394
KEVIN WOODS
Co-CEOCRD 4740999
WESLEY WILLIAMS
Chief Operating OfficerCRD 5880943
Contacts
3 of 11LAUREN OLSEN
Portfolio ManagerCRD 7895998
WESLEY POND
Portfolio ManagerCRD 5702646
KYLE TURNIER
Director of Investor RelationsCRD 6104537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
FULTON
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 3344 Peachtree Rd NE
- Time zone
- ET (UTC-5)
- Office locations
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