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Asset Preservation Advisors Employee Directory

Investment ManagementGeorgia, United States11-50 Employees

Asset Preservation Advisors (APA) is a registered investment advisor founded in 1989 that specializes in managing municipal bond portfolios for other registered investment advisors, family wealth offices, and institutional clients. The firm focuses on preserving wealth while tailoring long-term income programs to meet each client’s objectives, delivering a consistent investment process and disciplined trading approach. Based in Atlanta, Georgia, APA positions itself within the investment management industry by serving specialized, tax-exempt and taxable municipal bond needs for sophisticated investors. The company emphasizes high standards of ethics and service, and has pursued partnerships to streamline its data-related processes, including collaboration with Clearwater Analytics since 2016. APA’s client base is described as professional and institutional, seeking wealth preservation and steady income over time.

Find Asset Preservation Advisors employees' phone numbers or email addresses

Asset Preservation Advisors Global Highlights

Location
Employees

North America
39

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  • United States Of America
    39

Asset Preservation Advisors's Leadership

  • Stylized image of a person
    D. G.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. J.
    Executive
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Portfolio Analyst
    Phone icon
    Mobile Phone

Asset Preservation Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Entrepreneurship
  • Other

Contact profiles from Asset Preservation Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. G.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    H. J.
    Executive
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    A. W.
    Portfolio Analyst
    Phone icon
    Mobile Phone
    May 29, 2026

Frequently Asked Questions

What is Asset Preservation Advisors known for?

Minus sign iconPlus sign iconAsset Preservation Advisors was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-404-261-****
. Explore Asset Preservation Advisors's company overview page for more information.

What is Asset Preservation Advisors's most common email format?

Minus sign iconPlus sign iconAsset Preservation Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Asset Preservation Advisors email formats with LeadIQ.

How many employees does Asset Preservation Advisors have currently?

Minus sign iconPlus sign iconAsset Preservation Advisors has approximately 30 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Asset Preservation Advisors's key employees and leadership?

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As of July 2026, Asset Preservation Advisors's key employees include:

  • Chief Executive Officer: D. G.
  • Executive: H. J.
  • Portfolio Analyst: A. W.

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