ADVISORS PREFERRED LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.69B |
| Discretionary | $1.69B100% of AUM |
| Client Accounts | 22 |
| Avg Account Size | $76.7M |
| Employees | 9 |
| Peak AUM | $3.52BMar 2022 |
| AUM CAGR | +20.7% /yrover 15 yrs · 36 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | 0.3% | 1.4% | 7.6% | |
| Discretionary AUM | $1.7B | ||||
Key Metrics
| Total AUM | $1.69B |
| Discretionary | $1.69B |
| Employees | 9 |
| Client Accounts | 22 |
| Client Range | 0 |
Contact & Location
Address
1445 RESEARCH BOULEVARD
ROCKVILLE MD 20850
Phone
866-842-3356
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-DealerInvestment Adviser