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Preferred Financial Advisors, LLC (Rockville)


Preferred Financial Advisors, LLC is an adviser based in Rockville. It manages $31.24 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maryland and Virginia.

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Preferred Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Preferred Financial Advisors: assets under management

The assets under management (AUM) of Preferred Financial Advisors, LLC is $31.24 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.2 million in discretionary accounts and $43.21 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.2 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $43.21 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Preferred Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rockville

The principal office where Preferred Financial Advisors, LLC performs its advisory services is located at 401 E. Jefferson Street, Rockville, MD 20850 2627, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-838-1940 or by fax 301-838-1944. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at www42.nfnetserv.com/cgi/cgimaxx.exe?type=login&i_relver=6.6&i_site=fiag&i_browser=microsoft&i_browserversion=4.0&time=96.


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