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Dfc Preferred Advisors LLC

● SEC registered since 2020CRD 309927SEC# 801-119781Bozeman, MT
Export (members)
Reg. AUM
$245.4M
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 $245.4 million in regulatory assets under management and employs 3 people.

Dfc Preferred Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Destra Capital Advisors Llc ControlMember And Manager50-75%2021
Flaherty & Crumrine Incorporated ControlMember50-75%2021
Myles Reid Blechner ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Dfc Preferred Advisors LLC manage?

Dfc Preferred Advisors LLC reports $245.4 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

Address443 N. Willson Avenue, Bozeman, MT 59715
Phone877-855-3434
Office hours8:00a.m.-5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$245.4M
Non-discretionary$0
Total (RAUM)$245.4M