Advisors Preferred LLC (Rockville)
Advisors Preferred LLC is an investment adviser to an investment company based in Rockville. It manages $560 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California, Florida, Maryland, and 4 other states.
Advisors Preferred provides portfolio management for investment companies, portfolio management for businesses and institutional clients, selection of other advisers, market timing services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Advisors Preferred: assets under management
The assets under management (AUM) of Advisors Preferred LLC is $560 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 438% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Advisors Preferred LLC for their services and products based on a percentage of assets under management. 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.
What kind of clients Markus Ross serves?
The firm provides services to individuals and investment companies. The largest group of clients of Markus Ross is investment companies with 12 clients and $540 million of assets under management. Among the 4 most similar advisory firms, Advisors Preferred has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $560 million for 81 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Advisors Preferred doesn't advise any private funds.
Careers at Advisors Preferred LLC
The company employs 10 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Markus Ross has been acting as President since 1 Apr 2011. Ceros Holding Ag joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 5 indirect owners.Based in Rockville
The principal office where Advisors Preferred LLC performs its advisory services is located at 1445 Research Boulevard, Rockville, MD 20850, which is also the mailing address of the firm. An additional office of the firm is in San Juan, PR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-842-3356 or by fax 301-424-3817. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at advisorspreferred.com.
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