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Patricia Husted Hodgman

ASSET PRESERVATION ADVISORS, LLC·ATLANTA, Georgia
Series 65Clean record10 years registeredASSET PRESERVATION ADVISORS, LLC
3344 PEACHTREE ROAD, NE, ATLANTA, GA 30326CRD# 5208451Firm CRD# 106741

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Husted Hodgman · ATLANTA, GA
Registration
CRD #5208451 · ASSET PRESERVATION ADVISORS, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

ASSET PRESERVATION ADVISORS, LLC
Dec 2015 – present
MUNICIPAL PORTFOLIO MANAGERS, INC.
Oct 2015 – Nov 2015
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 14, 2015
Years registered · 10
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 Patricia Husted Hodgman offer?
Patricia Husted Hodgman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.
What are Patricia Husted Hodgman's credentials?
Patricia Husted Hodgman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Husted Hodgman located?
Patricia Husted Hodgman 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 Patricia Husted Hodgman charge for services?
Patricia Husted Hodgman'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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Wesley S Williams
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Kevin Burress Woods
ATLANTA, GA

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Research
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