PREFERRED FINANCIAL ADVISORS, LLC

ROCKVILLE, Maryland·1 registered advisor·CRD# 104572
SEC# 801-55590301-838-1940
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PREFERRED FINANCIAL ADVISORS, LLC

1 registered advisor
Arthur Melvin Gelman
ROCKVILLE, Maryland
05

Office Locations

ROCKVILLE, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. PREFERRED FINANCIAL ADVISORS, LLC (CRD# 104572) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.