Dfc Preferred Advisors LLC
● SEC registered since 2020CRD 309927SEC# 801-119781Bozeman, MT
Reg. AUM
$228.7M
Employees
3
Accounts
1
Location
Bozeman, MT
Dfc Preferred Advisors LLC assets under management
Dfc Preferred Advisors LLC is a registered investment adviser overseen by the SEC based in Bozeman, MT. The firm has been registered since 2020. It reports $228.7 million in regulatory assets under management and employs 3 people.
Dfc Preferred Advisors LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Destra Capital Advisors Llc Control | Member And Manager | 50-75% | 2021 |
| Flaherty & Crumrine Incorporated Control | Member | 50-75% | 2021 |
| Myles Reid Blechner Control | Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Dfc Preferred Advisors LLC manage?
Dfc Preferred Advisors LLC reports $228.7 million in regulatory assets under management on its Form ADV.
How many employees does Dfc Preferred Advisors LLC have?
Dfc Preferred Advisors LLC reports 3 employees.
Where is Dfc Preferred Advisors LLC located?
Dfc Preferred Advisors LLC is based in Bozeman, MT and has been SEC-registered since 2020.
Does Dfc Preferred Advisors LLC disclose fund performance?
Dfc Preferred Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 443 N. Willson Avenue, Bozeman, MT 59715 |
| Phone | 877-855-3434 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$228.7M▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$228.7Mregulatory AUM
Discretionary $228.7M