0001810248-20-000008.txt : 20200529
0001810248-20-000008.hdr.sgml : 20200529
20200529102802
ACCESSION NUMBER: 0001810248-20-000008
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
SHELLEBERGER,PETER,PAUL,
FILED AS OF DATE: 20200526
DATE AS OF CHANGE: 20200529
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PFM CALIFORNIA ADVISORS LLC
CENTRAL INDEX KEY: 0001810248
IRS NUMBER: 850540993
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05604
FILM NUMBER: 20924549
BUSINESS ADDRESS:
STREET 1: 50 CALIFORNIA STREET
STREET 2: SUITE 2300
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94111
BUSINESS PHONE: 415-982-5544
MAIL ADDRESS:
STREET 1: 50 CALIFORNIA STREET
STREET 2: SUITE 2300
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94111
MA-I
1
primary_doc.xml
MA-I
0001810248
XXXXXXXX
LEO KARWEJNA
717-232-2723
KARWEJNAL@PFM.COM
N
N
PETER
PAUL
SHELLEBERGER
Y
2
0001810248
PFM CALIFORNIA ADVISORS LLC
03-20-2020
Y
05-22-2020
0001810248
LOCATED
SUPERVISED
03-20-2020
50 CALIFORNIA STREET
SUITE 2300
SAN FRANCISCO
CA
94111
0001669517
PFM FINANCIAL ADVISORS LLC
01-15-2016
N
867-02030
LOCATED
SUPERVISED
01-15-2016
50 CALIFORNIA STREET
SUITE 2300
SAN FRANCISCO
CA
94111
01-2001
PFM I, LLC
SAN FRANCISCO
CA
94111
Y
N
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
05-26-2020
LEO KARWEJNA
CHIEF COMPLIANCE OFFICER