DFC PREFERRED ADVISORS LLC is a Bozeman, Montana based financial advisory firm with nearly $204,894,174 in assets under management and provides investment advisory services for 1 clients. There are currently 3 financial advisors at the firm.
General Information |
Firm CRD#: | 309927 | |
SEC#: | 801-119781 | |
Assets under Management: | $204,894,174 | |
No. of Clients: | 1 | |
No. of Advisors: | 3 | |
Advisory Services Provided: | Portfolio management for investment companies | |
Fee Structure: | A percentage of AUM |
Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
BIG SKY WEALTH ADVISORS, LLC | 321272 | 801-130247 | 537 | 2 | $121,445,342 |