Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
364702719
SEC advisor number
801-72430
FINRA CRD number
157980
AUM ?
$1.64 bn
(as of 29 Mar 24)
Accounts
20
(as of 29 Mar 24)
Employees
9
(6 investment advisory or research)
Address
Advisors Preferred
1445 RESEARCH BOULEVARD
#530
ROCKVILLE
MD 20850
1445 RESEARCH BOULEVARD
#530
ROCKVILLE
MD 20850
Phone
240-223-1998
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21