0001669517-23-000054.txt : 20230403
0001669517-23-000054.hdr.sgml : 20230403
20230403082545
ACCESSION NUMBER: 0001669517-23-000054
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
BOUWMEESTER,FLORIEN,NMN,
FILED AS OF DATE: 20230403
DATE AS OF CHANGE: 20230403
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
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05146
FILM NUMBER: 23790751
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
1
primary_doc.xml
MA-I
0001669517
XXXXXXXX
CHERYL D. MADDOX
215-567-6100
MADDOXC@PFM.COM
N
N
FLORIEN
NMN
BOUWMEESTER
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
03-31-2023
N
867-02030
SUPERVISED
03-31-2023
ONE NORTHFIELD PLAZA
SUITE 300
NORTHFIELD
IL
60093
03-2023
PFM FINANCIAL ADVISORS LLC
NORTHFIELD
IL
60093
Y
N
DIRECTOR
07-2021
03-2023
MELIO & COMPANY
NORTHFIELD
IL
60093
Y
N
MANAGING DIRECTOR
01-2010
07-2021
JP MORGAN CHASE (COMMERCIAL BANK)
NEW YORK
NY
10004
N
N
EXECUTIVE 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
03-31-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER