DFC PREFERRED ADVISORS LLC

DFC PREFERRED ADVISORS LLC of BOZEMAN, MT is an SEC-registered investment adviser (CRD 309927). Regulatory assets under management: $228.7M.

Registration

• CRD: 309927
• SEC file number: 801-119781
• Type: Registered investment adviser
• Location: 443 N. WILLSON AVENUE, BOZEMAN, MT, 59715
• Phone: 877-855-3434
• Latest filing: 2026-03-11
• Regulatory AUM: $228.7M
• Discretionary AUM: $228.7M
• Clients: 3
• Accounts: 1

Business model

Compensation: % of AUM.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 309927 on SEC IAPD (source of record)
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