Assets Under Management
$10.7B
Number of Clients
2,954
Number of Advisors
7
Average Client AUM
$3.6M
AUM per Advisor
$1.5B
Compensation
Fee-Only (AUM)Fixed/Hourly
Asset Preservation Advisors (APA) offers discretionary and non-discretionary investment supervisory services, focusing on tax-exempt and taxable municipal bond portfolios. Services are tailored to individual client needs and objectives. APA also manages municipal bond funds and provides sub-advisory services to other advisors.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.35% |
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA, 30326