PRESERVATION TRUST ADVISORS, LLC
CRD #155322 SEC #801-72576 SAN FRANCISCO, CA 415 438-1700
SEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
Employees
1
Clients
--
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2014 | $27.5M | $27.5M | $0 | 3 | 1 |
| Jan 2014 | $36M | $36M | $0 | 3 | 1 |
| Jun 2013 | $24M | $24M | $0 | 4 | 1 |
| Jun 2013 | $24M | $24M | $0 | 4 | 1 |
| May 2013 | $24M | $24M | $0 | 6 | 1 |
| Dec 2012 | $10M | $10M | $0 | 6 | 0 |
| Sep 2012 | $5.3M | $5.3M | $0 | 1 | 26 |
| Jul 2012 | $5.3M | $5.3M | $0 | 1 | 26 |
| Jul 2012 | $5.3M | $5.3M | $0 | 1 | 26 |
| May 2012 | $5.3M | $5.3M | $0 | 1 | 26 |
| Mar 2012 | $5.3M | $5.3M | $0 | 1 | 26 |
| Feb 2012 | $3M | $3M | $0 | 1 | 26 |
| Dec 2011 | $3.7M | $3.7M | $0 | 1 | 26 |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
DateFeb 2014
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees3
Clients1
DateJan 2014
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees3
Clients1
DateJun 2013
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees4
Clients1
DateJun 2013
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees4
Clients1
DateMay 2013
Total AUM$24M
Discretionary$24M
Non-Disc.$0
Employees6
Clients1
DateDec 2012
Total AUM$10M
Discretionary$10M
Non-Disc.$0
Employees6
Clients0
DateSep 2012
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$5.3M
Discretionary$5.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$3.7M
Discretionary$3.7M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--