DFC PREFERRED ADVISORS LLC
  • DFC PREFERRED ADVISORS LLC

Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 11/09/2020
ADV Location BOZEMAN, MT, United States
Contact Info 877 xxxxxxx
AUM* 228,689,025 12%
of that, discretionary 228,689,025 12%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 228,689,025 12%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

328M 281M 234M 187M 141M 94M 47M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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