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
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 99

Active vs passive

$499M in ETFs

Passive

94%

$470M

Active

<1%

$29.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$83.7M128,68816.77%

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth