Private Fund Advisors, Inc. is a large advisory firm based in Arnold. It manages $428 million of regulatory assets for 700 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Maryland, Pennsylvania, Texas, and Virginia.
Private Fund Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Private Fund Advisors, Inc. is $428 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 308% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Private Fund Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where Private Fund Advisors, Inc. performs its advisory services is located at Cornerstone Meeting House, Arnold, MD 21012, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-384-9100 or by fax 410-384-9117. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at privatefundadvisors.com.