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SFC FINANCIAL LLC
CRD 129817 · SEC 801-107167
3890 S. LINDBERGH BLVD, SUITE 200, SUNSET HILLS, MO, 63127-1391, United States
Phone
314-842-2001
Fax
314-842-3303
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.3M
Discretionary AUM
$0
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $6.6M |
| High net worth individuals | 40 | $201.4M |
| Charitable organizations | 1 | $247K |
States served
IL, MO, TX
All web addresses on file
Official SEC filing: View on IAPD