ASSET PRESERVATION ADVISORS, LLC

3344 Peachtree Road, Ne
Suite 2050
Atlanta, Georgia 30326
Tel: 404-261-1333

About ASSET PRESERVATION ADVISORS, LLC

ASSET PRESERVATION ADVISORS, LLC, formally registered with the SEC as ASSET PRESERVATION ADVISORS, LLC. The firm was established in 05/27/1992. They have over 2 offices throughout the country.

ASSET PRESERVATION ADVISORS, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $6,927,938,831 assets under management, offering retirement planning & investment advisory services to 2149 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106741
SEC#	801-41636
Assets Managed by Firm	$6,927,938,831
No. of Clients	2149
No. of Advisors	25

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	2149	$6,927,938,831
Individuals (other than high net worth individuals)	766	$385,052,169
High net worth individuals	1141	$5,355,040,730
Charitable organizations	4	$5,609,823
Corporations or other businesses	236	$1,111,326,988

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