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    Asset Preservation Advisors

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    Description

    • Asset Preservation Advisors (APA) is a registered investment advisor founded in 1989. APA specializes in managing high quality tax-exempt and taxable municipal bond portfolios for other registered investment advisors, family wealth offices and institutional clients.APA works closely with its clients in developing an in-depth understanding of their unique investment objectives with an intense focus on preservation of wealth. We then tailor an investment program that best meets our clients specific long term income goals while preserving asset levels.Since its founding, Asset Preservation Advisors is committed to delivering the highest level of service quality and wealth preservation. A consistent investment process and corresponding trading discipline led to APAs growth in assets under management over the past two decades.We value highly the trust our clients have shown in APA and remain committed to adhering to the highest ethical, moral and business standards first envisioned at our founding in 1989.
    • location

      Headquarters:3344 Peachtree Road Suite 2050, Atlanta, Georgia, United States

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    • Asset Preservation Advisors phone

      Phone Number: +1 404-261-1333

    • Asset Preservation Advisors website

      Website: https://www.assetpreservationadvisors.com

    • Asset Preservation Advisors employees

      Employees:14

    • Asset Preservation Advisors revenue

      Revenue:$10 - 50M

    • Asset Preservation Advisors legal name

      Legal Name:Asset Preservation Advisors

    • Asset Preservation Advisors's Social Media

      Asset Preservation Advisors linkedin Asset Preservation Advisors facebook
    • done Is this data correct?

    • |  NAICS Code: 561990  |

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    Person level website identification

    CEO for Asset Preservation Advisors

    Charles Doty

    Co-Chief Executive Officer And Chief Operations Officer

    Person level website visitor identification

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    View Employees

    Trish Hodgman

    President

    Wesley Williams

    Partner

    Jerome Sullivan

    Managing Director, National Sales Manager

    Kyle Gerberding

    Director Of Trading And Portfolio Manager

    Bob Farmer

    Senior Managing Director

    Frequently Asked Questions regarding Asset Preservation Advisors

    • Where are Asset Preservation Advisors's Headquarters?

      Asset Preservation Advisors's Headquarters are in 3344 Peachtree Road Suite 2050,Atlanta,Georgia,United States

    • What is Asset Preservation Advisors's phone number?

      Asset Preservation Advisors's phone number is +1 404-261-1333

    • What is Asset Preservation Advisors's official website?

      Asset Preservation Advisors's official website is https://www.assetpreservationadvisors.com

    • What is Asset Preservation Advisors's Revenue?

      Asset Preservation Advisors's revenue is $10 - 50M

    • What is Asset Preservation Advisors's NAICS code?

      Asset Preservation Advisors's NAICS code is 561990

    • How many employees are working in Asset Preservation Advisors

      Asset Preservation Advisors has 14 employees

    • What is Asset Preservation Advisors's Industry?

      Asset Preservation Advisors is in the industry of Investment Management

    • Who is Asset Preservation Advisors's CEO?

      Asset Preservation Advisors's CEO is Charles Doty

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