RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
BLECHNER, MYLES, REIDICHIEF COMPLIANCE OFFICERNA Control
WATSON, ROBERTIPRESIDENTNA
WATSON, ROBERTIPRESIDENTNA
WATSON, ROBERTIPRESIDENTNA
WATSON, ROBERTIPRESIDENTNA
DESTRA CAPITAL ADVISORS LLCDESOLE MEMBER AND MANAGERE Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
DESTRA CAPITAL ADVISORS LLCDEMEMBER AND MANAGERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control
FLAHERTY & CRUMRINE INCORPORATEDDEMEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control
DESTRA CAPITAL MANAGEMENTLLCDEDESTRA CAPITAL ADVISORS LLCE Control

Registrations

Federal

IA
Mar 19, 2025 REGISTERED

Notice Filings (1)

MT

Address

443 N. WILLSON AVENUE
BOZEMAN, MT 59715
United States
Phone: 877-855-3434