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Home > Retirement Planners > montana > bozeman > DFC PREFERRED ADVISORS LLC
DFC PREFERRED ADVISORS LLC
443 N. Willson Avenue
Bozeman, Montana 59715
Tel: 877-855-3434
About DFC PREFERRED ADVISORS LLC
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 $204,894,174 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 309927 |
| SEC# | 801-119781 |
| Assets Managed by Firm | $204,894,174 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $204,894,174 |
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