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PRESERVATION FINANCIAL MANAGEMENT, INC.

Advisory

FL

Data as of Feb 4, 2026 · Source: SEC Form ADV

Rank in FL
#1,866
of 2,610 advisers by AUM
Average account
$517K
across 55 accounts
AUM per adviser
$28M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 4, 2026.

Total AUM
$28M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$28M
Discretionary AUM$28M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

FIRST FINANCIAL ADVISORS, LLC
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+0.7% 1Y
WILLIAM MCDAVID & CO., PA
GAINESVILLE, FL
$28M
VON STEEN ASSET MANAGEMENT INC
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$28M
GARRISON ASSET MANAGEMENT, INC.
$29M
GATEWAY CAPITAL MANAGEMENT, LLC
$28M
FARMAND INVESTMENT SERVICES, INC.
JACKSONVILLE, FL
$29M

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