0001669517-24-000021.txt : 20240607
0001669517-24-000021.hdr.sgml : 20240607
20240607131644
ACCESSION NUMBER: 0001669517-24-000021
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
MA-I INDIVIDUAL: EISEL,MATTHEW,RYAN,
FILED AS OF DATE: 20240607
DATE AS OF CHANGE: 20240607
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM FINANCIAL ADVISORS LLC
CENTRAL INDEX KEY: 0001669517
ORGANIZATION NAME:
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: 241028471
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
MATTHEW
RYAN
EISEL
N
1
0001669517
PFM FINANCIAL ADVISORS LLC
05-01-2024
N
867-00482
LOCATED
05-01-2024
4350 N FAIRFAX DR
SUITE 590
ARLINGTON
VA
22203
05-2024
PFM FINANCIAL ADVISORS LLC
ARLINGTON
VA
22209
Y
N
MANAGING DIRECTOR
08-2022
05-2024
NOT EMPLOYED
ARLINGTON
VA
22209
N
N
UNEMPLOYED
07-2005
08-2022
PFM ASSET MANAGEMENT LLC
HARRISBURG
PA
17101
N
Y
MANAGING 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
06-07-2024
CHERYL MADDOX
CHIEF LEGAL AND COMPLIANCE OFFICER