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Building 2ASSET PRESERVATION ADVISORS, LLC

Map pinATLANTA, GA
Phone404-261-1333
NotebookSEC #801-41636
Total AUM
$11.1B
Employees
28
Clients
3,029

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3344 PEACHTREE ROAD, NE
SUITE 2050
ATLANTA
GA 30326
United States
Operating Hours
8:30 AM-5:00 PM
Monday - Friday
Phone
404-261-1333
Other Offices
1

ReceiptFinancials

Total AUM
$11.1B
Accounts
3,029
Discretionary
$11.1B
Accounts
3,029
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,033
AUM
$582.9M
HNW Individual Clients
1,714
AUM
$8.6B
Investment Company Clients
1
AUM
$17.7M
Charitable Organization Clients
9
AUM
$31.5M
Corporation or Business Clients
272
AUM
$1.8B

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACTDEFLGAHIIAIDILKYLAMAMDMIMNMOMSNCNENHNJNMNVNYOHOKPASCSDTNTXUTVAWAWIWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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