DFC PREFERRED ADVISORS LLC
CRD #309927 SEC #801-119781 BOZEMAN, MT 877-855-3434
SEC Registered
Total AUM
$245.4M
Discretionary
$245.4M
Employees
3
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $245.4M | $245.4M | $0 | 3 | 0 |
| Feb 2024 | $204.9M | $204.9M | $0 | 3 | 0 |
| Mar 2023 | $216.4M | $216.4M | $0 | 3 | 0 |
| Mar 2022 | $328M | $328M | $0 | 3 | 0 |
| Aug 2021 | $285.7M | $0 | $285.7M | 3 | 0 |
| Mar 2021 | $285.7M | $0 | $285.7M | 3 | 0 |
| Mar 2021 | $285.7M | $0 | $285.7M | 3 | 0 |
| Oct 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$245.4M
Discretionary$245.4M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$216.4M
Discretionary$216.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$328M
Discretionary$328M
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$285.7M
Discretionary$0
Non-Disc.$285.7M
Employees3
Clients0
DateMar 2021
Total AUM$285.7M
Discretionary$0
Non-Disc.$285.7M
Employees3
Clients0
DateMar 2021
Total AUM$285.7M
Discretionary$0
Non-Disc.$285.7M
Employees3
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0