443 N. Willson Avenue
Bozeman, Montana 59715
Tel: 877-855-3434
DFC PREFERRED ADVISORS LLC, formally registered with the SEC as DFC PREFERRED ADVISORS LLC. The firm was established in 11/09/2020. They have over 1 offices throughout the country.
DFC PREFERRED ADVISORS LLC is a Bozeman, Montana based Financial Planning firm with nearly $216,373,351 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 309927 |
SEC# | 801-119781 |
Assets Managed by Firm | $216,373,351 |
No. of Clients | 1 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $216,373,351 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,892,459,266 | 76487 | 600 | |
$4,470,755,002 | 2044 | 26 | |
$3,983,537,292 | 3611 | 32 | |
$1,701,274,577 | 1468 | 17 | |
$1,228,715,227 | 18 | 8 |
Explore More Retirement Advisors in Bozeman, Montana