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DFC PREFERRED ADVISORS LLC
CRD 309927 · SEC 801-119781
443 N. WILLSON AVENUE, BOZEMAN, MT, 59715, United States
Phone
877-855-3434
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$228.7M
Discretionary AUM
$228.7M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $228.7M |
States served
MT
Official SEC filing: View on IAPD