Preservation Trust Advisors, LLC is a mid-sized advisory firm based in San Francisco. It manages $27.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of California.
Preservation Trust Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Preservation Trust Advisors, LLC is $27.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 643% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Preservation Trust Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Joel Ray Jacobs has been acting as President since 1 Sep 2010. Stephanie J Owen joined the executive team most recently as the Senior Vice President Marketing And Strategic Partners.
The principal office where Preservation Trust Advisors, LLC performs its advisory services is located at 580 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415 438-1705. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday.