Be advised. This firm is no longer registered.

Pfm Advisor

Pfm Advisor (CRD# 109780) is a financial advisory firm headquartered in Nashville, TN. They manage $41,810,721 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3100 West End Avenue, Suite 1290, Nashville, TN 37203
http://www.linkedin.com/company/pfm-advisor
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,742,113
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TN

Financial Advisors at Pfm Advisor
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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