Dfc Preferred Advisors LLC
Registered investment advisor · Bozeman, Montana · CRD #309927
Source: SEC Form ADV filings. Data as of 2026-07-06.
About Dfc Preferred Advisors LLC
Dfc Preferred Advisors LLC is a SEC-registered investment advisory firm headquartered in Bozeman, Montana, managing approximately $229M in regulatory assets across 1 client accounts. The firm's full regulatory record is filed with the SEC under CRD #309927.
Fee Structure
Frequently Asked Questions
What is Dfc Preferred Advisors LLC's AUM?
Dfc Preferred Advisors LLC reports approximately $229M in regulatory assets under management, based on its most recent SEC Form ADV filing.
Where is Dfc Preferred Advisors LLC headquartered?
Dfc Preferred Advisors LLC is headquartered in Bozeman, Montana.
What is Dfc Preferred Advisors LLC's CRD number?
Dfc Preferred Advisors LLC's CRD number is 309927. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.
How many accounts does Dfc Preferred Advisors LLC manage?
Dfc Preferred Advisors LLC manages approximately 1 client accounts according to its latest SEC filing.
Is Dfc Preferred Advisors LLC SEC registered?
Yes, Dfc Preferred Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.
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