Dfc Preferred Advisors LLC
Dfc Preferred Advisors LLC is an SEC-registered ria in Bozeman, MT with $228.7M assets under management (AUM, regulatory AUM), -7% over one year. See who owns Dfc Preferred Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309927, SEC 801-119781, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $228.7M (2026-03-11)
- Firm type
- Ria
- Location
- Bozeman, MT
- Employees
- 3
- CRD
- 309927
- Ownership
- DESTRA CAPITAL ADVISORS LLC; BLECHNER, MYLES, REID; WATSON, ROBERT; FLAHERTY & CRUMRINE INCORPORATED; DESTRA CAPITAL MANAGEMENTLLC
How much AUM does Dfc Preferred Advisors LLC have?
Dfc Preferred Advisors LLC reported $228.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Dfc Preferred Advisors LLC?
Disclosed owners and executives of Dfc Preferred Advisors LLC include DESTRA CAPITAL ADVISORS LLC, BLECHNER, MYLES, REID, WATSON, ROBERT, FLAHERTY & CRUMRINE INCORPORATED, DESTRA CAPITAL MANAGEMENTLLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.