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