Sfm, LLC

Sfm, LLC (CRD# 116564) is a financial advisory firm headquartered in Manchester, NH. They manage $119,240,717 in 360 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $331,224
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH

Financial Advisors at Sfm, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher J. June
CRD#: 6023112
575 Front Street, Manchester, NH 03102
103
Wealthminder
score

Christopher June (CRD# 6023112) is an Investment Advisor Representative and Financial Planner working at SFM, LLC in Manchester, NH and has over 14 years of experience in the financial planning industry. Christopher June is a Certified Financial Planner (CFP®) practitioner . CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

 

Chris provides customized financial planning and investment advisory services. He spends his time helping people of all ages grow their net worth, plan for retirement, and manage their investment portfolio. He is passionate about investing, and enjoys helping clients achieve their financial goals. Chris is CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA). He joined SFM in 2002 after graduating from Babson College in Wellesley, MA with a B.S. in Business Management with a concentration in Finance. Chris lives in Goffstown, NH with his wife Mandy, daughter Zoe, and son Gavin. In his spare time, he enjoys football, soccer, skiing, kayaking, and hiking with his family.

 

SFM, LLC is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.

 

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

 

SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

2
Glenn P. Sweeney
CRD#: 3073912
575 Front Street, Manchester, NH 03102
103
Wealthminder
score

Glenn Sweeney (CRD# 3073912) is an Investment Advisor Representative  and founder and principal of SFM, LLC in Manchester, NH since its founding over 18 years ago.

 

Glenn is a CFA charterholder and a Certified Public Accountant. For the past 18 years Glenn has concentrated his efforts on building the business, client service and portfolio design and management. His many years of experience includes seven years of public accounting for a large New Hampshire CPA firm where he served as a Tax Manager for individual, corporate and partnership clients. Moving into investment management, Glenn served 10 years as Vice President of the Denmor Companies where he managed a multi-million dollar portfolio for a wealthy entrepreneur. Glenn holds a BS in accounting from The State University of New York and is a member of the AIMR, NAPFA and NHSCPA. Glenn is married with two sons and resides in Amherst, NH.

 

SFM, LLC is a fee-only investment management firm located in Manchester, New Hampshire, just west of the Merrimack River. Clients receive services that include unbiased investment analysis, financial planning, portfolio management, business solutions and other specialized services. Our firm understands the level of trust a person places in his/her financial manager and makes a commitment to always be true to that fiduciary role. We will exhibit the same level of care and concern for your financial affairs as we do for our own families' assets.

 

Since 1998, we have helped our clients analyze their assets, retirement savings, and business holdings to optimize the overall portfolio structure in order for them to achieve long term success. Our team approach provides security, diligence, and customization that clients may not receive from an individual investment advisor. SFM believes honesty, transparency, and trust are paramount in forming an advisor client relationship; we look forward to helping you.

 

SFM, LLC is a registered investment advisor with the United Stated Securities and Exchange Commission (SEC).

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