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