0001669517-16-000235.txt : 20161117
0001669517-16-000235.hdr.sgml : 20161117
20161117171644
ACCESSION NUMBER: 0001669517-16-000235
CONFORMED SUBMISSION TYPE: MA-I
PUBLIC DOCUMENT COUNT: 1
FILED AS OF DATE: 20161117
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: 162005739
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
LEO KARWEJNA
717-232-2723
KARWEJNAL@PFM.COM
N
N
ANGELA
MARCELLA
PORTER
Y
2
0001617993
Public Financial Management, Inc.
03-23-2012
N
867-00482
LOCATED
SUPERVISED
03-23-2012
116 JEFFERSON STREET SOUTH
SUITE 301
HUNTSVILLE
AL
35801
0001669517
PFM FINANCIAL ADVISORS LLC
03-23-2012
N
867-02030
LOCATED
SUPERVISED
03-23-2012
116 JEFFERSON STREET SOUTH
SUITE 301
HUNTSVILLE
AL
35801
ANGELA
MARCELLA
VANCE
03-2012
PUBLIC FINANCIAL MANAGEMENT, INC.
HUNTSVILLE
AL
35801
Y
N
SENIOR MANAGING CONSULTANT
05-2000
03-2012
PUBLIC FA, INC.
HUNTSVILLE
AL
35801
Y
N
SENIOR VICE PRESIDENT
Y
01-2014
SOFT BOTTOMS DIAPER SERVICE, LLC
13610 BOCA CIRCLE
HUNTSVILLE
AL
35803
N
N
CLOTH DIAPER SERVICE
PARTNER
2
ASSISTING MANAGING PARTNER WITH OPERATIONS
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
08-01-2016
LEO KARWEJNA
CHIEF COMPLIANCE OFFICER