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Advisors Preferred Logo
Advisors Preferred CB Rank
1335065
Heat Score
41
Advisors Preferred offers mutual funds, SMAs, investment strategies, client segmentation, and investment advisory services.
Founded
obfuscation
Private Rockville, Maryland, United States1-10 advisorspreferred.com/
Advice
Asset Management
Financial Services
Overview

Advisors Preferred
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-2 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Advisors Preferred

CB Rank
1335065
Advisors Preferred offers mutual funds, SMAs, investment strategies, client segmentation, and investment advisory services.
Founded
obfuscation
Private Rockville, Maryland, United States1-10 advisorspreferred.com/
Advice
Asset Management
Financial Services

Details

Legal Name Ceros Financial Services, Inc.
Also Known As AP
Operating Status Active
Company Type For Profit
Phone Number +1-888-572-8868
Contact Email info@advisorspreferred.com
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Product Launches

Products & Services

Mutual Funds
Pooled investment vehicles that allow investors to invest in diversified portfolios of stocks, bonds, and other securities.
Separately Managed Accounts (SMAs)
Individually managed investment accounts tailored to specific client objectives and preferences.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 1
News

News and Press

News•Jan 16, 2025
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News•Jan 13, 2025
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News•Nov 12, 2024
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News•Jul 19, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

376
117.34%
 in past month

IT Spend

$286.3KThis year, Advisors Preferred is projected to spend $286.3K on IT, according to Aberdeen.

Actively Used Products

16Advisors Preferred uses 16 technology products and services including HTML5, Google Compute Engine, and  Fonts.com, according to G2 Stack.

Active Website Tech Count

12Advisors Preferred is actively using 12 technologies for its website, according to BuiltWith. These include Apache, Cloudflare Insights, and  Cloudflare Web Analytics.
Sub-Organizations
Frequently Asked Questions

Where is Advisors Preferred's headquarters? Advisors Preferred is located in Rockville, Maryland, United States.Who are Advisors Preferred's competitors? Alternatives and possible competitors to Advisors Preferred may include Franklin Templeton, BlackRock, and  J.P. Morgan Asset Management.
Who We Are
What We Do
Helpful Links
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