firm profile
DFC Preferred Advisors LLC
Overview
DFC Preferred Advisors LLC is an SEC registered investment adviser based in Bozeman, MT, registered since 2020. It reports $229M in assets under management across 1 accounts, with 3 employees.
- Reported AUM
- $229M
- Discretionary
- 100%
- Accounts
- 1
- Employees
- 3
- Registered since
- 2020
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- Robert Watson President CRD 2163449
- Myles Reid Blechner Chief Compliance Officer CRD 2709013
Location
- Headquarters
- 443 N Willson Ave
Bozeman, MT 59715 - County
- Gallatin
- Metro area
- Bozeman, MT
- Region
- West
Registrations
- SEC registered
- Registered in 1 jurisdiction
Every state, with registration dates
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