DA
Deferred Advisors, Llc
Investment Adviser · Boutique (under $100M)
CRD 343242
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ADV data as of Sep 17, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$0
Aug 18, 2026
Sep 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 17, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PLACEMENT FEE
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 17, 2026.