Asset Preservation Advisors Revenue
Investment Management • 
Atlanta, Georgia, United States • 21-50 Employees
Asset Preservation Advisors revenue & valuation
| Annual revenue | $23,900,000 |
| Revenue per employee | $885,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $76,500,000 |
| Total funding | No funding |
Key Contacts at Asset Preservation Advisors
Charles Doty
Co-Chief Executive Officer
Bob Farmer
Senior Managing Director
Kyle Turnier
Director Of Investor Relations
Lori Cohane
Managing Director
Kyle Gerberding
Managing Director Portfolio Manager
Company overview
| Headquarters | 3344 Peachtree Road, Suite 2050, Atlanta, Georgia 30326, US |
| Phone number | +14042611333 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Fixed Income, Portfolio Management, Investment Management, Credit Research, Customized Separately Managed Accounts, Investment Grade Municipal Bonds |
| Founded | 1989 |
| Employees | 21-50 |
| Socials |
Asset Preservation Advisors Email Formats
Asset Preservation Advisors uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@assetpreservationadvisors.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@assetpreservationadvisors.com | 50% |
{first initial}{last name} | jdoe@assetpreservationadvisors.com | 40.9% |
{first initial} | j@assetpreservationadvisors.com | 4.5% |
{last name}{last name} | doedoe@assetpreservationadvisors.com | 4.5% |
About Asset Preservation Advisors
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 client’s 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 APA’s 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.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Asset Preservation Advisors has 10 employees across 3 departments.
Departments
Number of employees
Funding Data
Asset Preservation Advisors has never raised funding before.
Asset Preservation Advisors Tech Stack
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