0001669517-23-000013.txt : 20230130
0001669517-23-000013.hdr.sgml : 20230130
20230130162206
ACCESSION NUMBER: 0001669517-23-000013
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
SCHLESINGER,JAMES,HOWARD,
FILED AS OF DATE: 20230127
DATE AS OF CHANGE: 20230130
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: 23568072
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
0001669517-16-000159
N
JAMES
HOWARD
SCHLESINGER
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
01-15-2016
2547 YELLOW SPRINGS ROAD
MALVERN
PA
19355
JAMIE
nmn
SCHLESINGER
01-2022
PFM FINANCIAL ADVISORS LLC
MALVERN
PA
19355
Y
N
MANAGING DIRECTOR
05-2013
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
MALVERN
PA
19355
Y
N
SENIOR MANAGING CONSULTANT
07-1999
04-2013
CONCORD PUBLIC FINANCIAL ADVISORS, INC.
READING
PA
19610
Y
Y
SENIOR FINANCIAL ADVISOR
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
01-27-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER