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SFM, LLC
CRD 116564 · SEC 801-79426
575 FRONT STREET, MANCHESTER, NH, 03102, United States
Phone
603-625-8400
Fax
603-625-8484
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$403.2M
Discretionary AUM
$403.2M
Team
6 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $51.0M |
| High net worth individuals | 100 | $343.0M |
| Pension/profit sharing plans | 11 | $8.8M |
States served
VT, CA, ME, MA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD