0001669517-22-000100.txt : 20221121
0001669517-22-000100.hdr.sgml : 20221121
20221121110121
ACCESSION NUMBER: 0001669517-22-000100
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
SHELLENBERGER,PETER,PAUL,
FILED AS OF DATE: 20221118
DATE AS OF CHANGE: 20221121
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC
CENTRAL INDEX KEY: 0001669517
IRS NUMBER: 811642787
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 221404368
BUSINESS ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103-2700
BUSINESS PHONE: 215-567-6100
MAIL ADDRESS:
STREET 1: 1735 MARKET STREET
STREET 2: 43RD FLOOR
CITY: PHILADELPHIA
STATE: PA
ZIP: 19103-2700
MA-I/A
1
primary_doc.xml
MA-I/A
0001669517
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
0001669517-16-000162
N
PETER
PAUL
SHELLENBERGER
Y
2
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
03-20-2020
44 MONTGOMERY
3RD FLOOR
SAN FRANCISCO
CA
94104
0001810248
PFM CALIFORNIA ADVISORS LLC
03-20-2022
N
867-02535
LOCATED
SUPERVISED
03-20-2022
44 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA
94104
01-2022
PFM II, LLC
SAN FRANCISCO
CA
94611
Y
N
MANAGING DIRECTOR
01-2001
01-2022
PUBLIC FINANCIAL MANAGEMENT INC
SAN FRANCISCO
CA
94611
Y
N
MANAGING DIRECTOR
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
11-18-2022
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER