PREFERRED FINANCIAL ADVISORS, LLC
CRD #104572 SEC #801-55590 ROCKVILLE, MD 301-838-1940
SEC Registered
Total AUM
$31.2M
Discretionary
$31.2M
Employees
1
Clients
11
Accounts
160
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $31.2M | $31.2M | $43.2K | 1 | 11 |
| Feb 2012 | $31.2M | $31.2M | $43.2K | 1 | 11 |
| Mar 2011 | $33.9M | $33.6M | $251.9K | 5 | -- |
| Jan 2011 | $33.9M | $33.6M | $251.9K | 5 | -- |
| Jan 2010 | $31.5M | $31.3M | $173.5K | 5 | -- |
| Mar 2007 | $34.6M | $34.6M | $40K | 5 | -- |
| Mar 2006 | $30.4M | $30.4M | $35.5K | 5 | -- |
| Nov 2005 | $31.6M | $29.8M | $1.8M | 5 | -- |
| Nov 2005 | $31.6M | $29.8M | $1.8M | 5 | -- |
DateMar 2012
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$43.2K
Employees1
Clients11
DateFeb 2012
Total AUM$31.2M
Discretionary$31.2M
Non-Disc.$43.2K
Employees1
Clients11
DateMar 2011
Total AUM$33.9M
Discretionary$33.6M
Non-Disc.$251.9K
Employees5
Clients--
DateJan 2011
Total AUM$33.9M
Discretionary$33.6M
Non-Disc.$251.9K
Employees5
Clients--
DateJan 2010
Total AUM$31.5M
Discretionary$31.3M
Non-Disc.$173.5K
Employees5
Clients--
DateMar 2007
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$40K
Employees5
Clients--
DateMar 2006
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$35.5K
Employees5
Clients--
DateNov 2005
Total AUM$31.6M
Discretionary$29.8M
Non-Disc.$1.8M
Employees5
Clients--
DateNov 2005
Total AUM$31.6M
Discretionary$29.8M
Non-Disc.$1.8M
Employees5
Clients--