W
$40.7M Total AUM
$40.7M Disc. AUM
-- 3Y CAGR
2 Employees
290 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2011
- Office Locations
- 1
Office Locations
201 Danny's Drive Suite 3 Streator IL
About Wealth Accumulation & Preservation, Inc.
Wealth Accumulation & Preservation, Inc. is a Streator-based RIA. The firm has been operating for 15 years. Managing $40.7M in total assets under management, with 2 advisory representatives. They custody assets with Altruist.
Team overview
-- AVG AGE
$20.3M AVG AUM / ADVISOR
$140.3K AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TIMOTHY RONALD ARMSTRONG
Investment Advisor Representative, President
- CRD
- #2367576
- Ownership
- 50% but less than 75%
Available
Available
Available
R
ROBERT MARK BENNING
Director, VICE PRESIDENT
- CRD
- #2002792
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,675,222 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,675,222 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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