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SFM FINANCIAL ADVISORS LLC
CRD 286042
10000 NE 7TH AVE, STE 330-I, VANCOUVER, WA, 98685, United States
Phone
360-573-0641
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$11.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 30 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD