ADVISORS PREFERRED LLC
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
FINTRXOverview
Advisors Preferred LLC is an SEC-registered limited liability company formed in 2011 that positions itself as an institutional-focused adviser. The firm provides portfolio management for investment companies and operates in the commodity/managed futures space as a CPO/CTA. Its client relationships are fee-based on a percentage of assets under management. The firm appears to be owned at the domestic entity and individual level and does not act as a capital allocator. It does not describe itself as an active ESG investor. Industry affiliations include relationships with a broker‑dealer, other investment advisers and CPO/CTA activity, indicating a mix of advisory and commodity-pool operations rather than a pure discretionary retail RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ANGELA HOLLAND
Chief Compliance OfficerCRD 3166586
Contacts
2 of 2BENJAMIN WARWICK
AdvisorCRD 1528739
MARY AYERS-RIGSBY
PresidentCRD 830349
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$499M in ETFs
94%
$470M
<1%
$29.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $83.7M | 128,688 | 16.77% |
Location
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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