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
10000 Ne 7th Ave, Ste 330-i, Vancouver, WA 98685
https://www.sfmfa.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Sfm Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven Fox-Middleton, financial advisor Vancouver WA
Steven Fox-Middleton
CRD#: 6736734
10000 Ne 7th Ave, Ste 330-i, Vancouver, WA 98685

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.

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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