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