0001669517-23-000106.txt : 20230417
0001669517-23-000106.hdr.sgml : 20230417
20230417154524
ACCESSION NUMBER: 0001669517-23-000106
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
SILBERT,MILES,NMN,
FILED AS OF DATE: 20230417
DATE AS OF CHANGE: 20230417
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: 23823863
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
0001669517-16-000023
N
MILES
NMN
SILBERT
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
12-08-2016
50 SOUTH 6TH STREET
SUITE 1420
MINNEAPOLIS
MN
55402
01-2022
PFM FINANCIAL ADVISORS LLC
MINNEAPOLIS
MN
55402
Y
N
SENIOR MANAGING CONSULTANT
06-2012
01-2022
PUBLIC FINANCIAL MANAGEMENT, INC.
MINNEAPOLIS
MN
55402
Y
N
SENIOR MANAGING CONSULTANT
08-2011
06-2012
SAINT LOUIS PARK HIGH SCHOOL & CARLETON COLLEGE
TWIN CITIES
MN
55426
N
N
FULL TIME STUDENT
04-2011
08-2011
ULLAND INVESTMENT ADVISORS
MINNEAPOLIS
MN
55402
N
Y
Analyst
01-2005
04-2011
SAINT LOUIS PARK HIGH SCHOOL & CARLETON COLLEGE
TWIN CITIES
MN
55426
N
N
FULLL TIME 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
04-17-2023
CHERYL D. MADDOX
CHIEF COMPLIANCE OFFICER