Investment adviser · CRD 104572

PREFERRED FINANCIAL ADVISORS, LLC

Investment adviser filing (IA)

ROCKVILLE, MD, United States · Form ADV filed Mar 28, 2012

Regulatory AUM
$31.2M
Form ADV · Item 5.F
Client accounts
160
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 28, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

401 E. JEFFERSON STREET, SUITE 207
ROCKVILLE, MD, 20850-2627, United States

CRD 104572

Filing source

Form ADV 632729 · Mar 28, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.