Sfm Financial Advisors LLC
Sfm Financial Advisors LLC (CRD# 286042) is a financial advisory firm headquartered in Vancouver, WA. They manage $2,500,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sfm Financial Advisors LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$192,308
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Sfm Financial Advisors LLC
1
Steven Fox-Middleton (CRD# 6736734) is an Investment Advisor Representative working at Sfm Financial Advisors LLC in Vancouver, WA and has over 7 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.