Advisors Preferred LLC

RIASEC RegisteredEst. 2011

Total AUM

$1.7B

Discretionary

$1.7B

100% of AUM

Avg account

$76.7M

Accounts

22

Employees

9

Advisory reps

3

Firm details

Headquarters: Rockville, Maryland
CRD number: 157980
Registered since: June 6, 2011
Website: www.advisorspreferred.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Advisors Preferred LLC is an institutional registered investment adviser organized as an LLC that focuses on managing assets for institutional clients. The firm charges fees based on a percentage of assets under management and lists portfolio management for investment companies among its advisory activities. It also operates in commodity-related roles (CPO/CTA) and maintains industry ties to a broker-dealer and other investment adviser entities. Advisors Preferred does not position itself as an ESG-focused manager and its reported client base is institutional rather than retail or family-office oriented.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Angela Holland
Chief Compliance OfficerCRD 3166586

Contacts

2 of 2

Benjamin Warwick
AdvisorCRD 1528739
Mary Ayers-rigsby
PresidentCRD 830349

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 110

Active vs passive

$528M in ETFs

Passive

92%

$486M

Active

1%

$41.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETF (SHY)	BlackRock	Passive	Short Government	$33.7M	411,860	6.40%

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Primary office

Rockville, MD

Montgomery

Location

Rockville, MD

Headquartered in Rockville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: Montgomery
Address: 1445 Research Blvd
Time zone: ET (UTC-5)
Office locations

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