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Kevin Burress Woods

ASSET PRESERVATION ADVISORS, LLC·ATLANTA, Georgia
Clean record15 years registeredASSET PRESERVATION ADVISORS, LLC
3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 4740999Firm CRD# 106741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Burress Woods · ATLANTA, GA
Registration
CRD #4740999 · ASSET PRESERVATION ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ASSET PRESERVATION ADVISORS, LLC
May 2011 – present
02

Registrations & Exams

Registration record
First registered · May 24, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASSET PRESERVATION ADVISORS, LLC
CRD 106741 · SEC 801-41636
AUM
$6.9B
Regulatory assets under management
Employees
25
2,149 client accounts
Services offered by ASSET PRESERVATION ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at ASSET PRESERVATION ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kevin Burress Woods offer?
Kevin Burress Woods specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Kevin Burress Woods's credentials?
Kevin Burress Woods is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Burress Woods located?
Kevin Burress Woods is based in ATLANTA, Georgia, working with ASSET PRESERVATION ADVISORS, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Kevin Burress Woods charge for services?
Kevin Burress Woods's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET PRESERVATION ADVISORS, LLC?
ASSET PRESERVATION ADVISORS, LLC has approximately 25 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET PRESERVATION ADVISORS, LLC

Wesley S Williams
ATLANTA, GA
Patricia Husted Hodgman
ATLANTA, GA

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Research
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