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Building 2ADVISORS PREFERRED LLC

Map pinROCKVILLE, MD
Phone866-842-3356
NotebookSEC #801-72430
Total AUM
$1.7B
Employees
9
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1445 RESEARCH BOULEVARD
#530
ROCKVILLE
MD 20850
United States
Operating Hours
8:30 - 5:30
Monday - Friday
Phone
866-842-3356

ReceiptFinancials

Total AUM
$1.7B
Accounts
22
Discretionary
$1.7B
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
22
AUM
$1.7B

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MD

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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