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ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS, LLC
ATLANTA, Georgia
·
7 registered advisors
·
CRD# 106741
SEC# 801-41636
1
404-261-1333
01
Firm Overview
AUM
$6.9B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at ASSET PRESERVATION ADVISORS, LLC
7 registered advisors
Charles Ray Doty
ATLANTA, Georgia
CRD# 2520394
Kenneth Ray Woods
ATLANTA, Georgia
CRD# 600268
Kevin Burress Woods
ATLANTA, Georgia
CRD# 4740999
Maria Del Sol Reeves
ATLANTA, Georgia
CRD# 5646510
Patricia Husted Hodgman
ATLANTA, Georgia
CRD# 5208451
Tara Ann Hart
ATLANTA, Georgia
CRD# 7242865
Wesley S Williams
ATLANTA, Georgia
CRD# 5880943
05
Office Locations
ATLANTA, Georgia
7 advisors
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Data sourced from SEC Form ADV filings. ASSET PRESERVATION ADVISORS, LLC (CRD# 106741) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.