0001669517-23-000135.txt : 20230912
0001669517-23-000135.hdr.sgml : 20230912
20230912154140
ACCESSION NUMBER: 0001669517-23-000135
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: MCLENDON,BRANDY,LEE,
FILED AS OF DATE: 20230911
DATE AS OF CHANGE: 20230912
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: 231249988
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 MADDOX
215-557-1239
MADDOXC@PFM.COM
N
N
BRANDY
LEE
MCLENDON
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
02-10-2009
N
867-00482
LOCATED
02-10-2009
100 MARKET STREET
HARRISBURG
PA
17101
BRANDY
LEE
OCHS
02-2009
PFM Financial Advisors LLC
HARRISBURG
PA
17101
Y
N
ANALYST
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
09-11-2023
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER