0001669517-23-000040.txt : 20230327
0001669517-23-000040.hdr.sgml : 20230327
20230327095036
ACCESSION NUMBER: 0001669517-23-000040
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
CARTER,JOANNE,NMN,
FILED AS OF DATE: 20230324
DATE AS OF CHANGE: 20230327
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: 23761714
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
0001669517-16-000035
N
JOANNE
NMN
CARTER
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
11-04-1996
N
867-02030
LOCATED
SUPERVISED
11-04-1996
4350 NORTH FAIRFAX DRIVE
SUITE 590
ARLINGTON
VA
22203
JOANNE
NMN
COLLO
01-2022
PFM FINANCIAL ADVISORS LLC
ARLINGTON
VA
22203
Y
N
MANAGING DIRECTOR
11-1996
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
ARLINGTON
VA
22203
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
03-24-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER