0001669517-23-000065.txt : 20230410 0001669517-23-000065.hdr.sgml : 20230410 20230410073844 ACCESSION NUMBER: 0001669517-23-000065 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 WINTERKAMP,FREDERICK,MATTHEW, FILED AS OF DATE: 20230407 DATE AS OF CHANGE: 20230410 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: 23809713 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 0001669517-18-000076 N FREDERICK MATTHEW WINTERKAMP N 1 0001669517 PFM FINANCIAL ADVISORS LLC 07-09-2018 N 867-02030 LOCATED SUPERVISED 07-09-2018 4350 NORTH FAIRFAX DRIVE SUITE 590 ARLINGTON VA 22203 ERICK MATTHEW WINTERKAMP 07-2018 PFM FINANCIAL ADVISORS LLC ARLINGTON VA 22203 Y N SENIOR MANAGING CONSULTANT 08-2000 05-2018 FULL-TIME STUDENT ORLANDO FL 32803 N N STUDENT 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 04-07-2023 CHERYL D. MADDOX CHIEF COMPLIANCE OFFICER