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PFM Financial Advisors, LLC

Date of last update: 13 Mar 2025. Data updated daily.

PFM Financial Advisors is a Limited Liability Company registered in Alaska. Founded in October 2017, with the entity number 10070237, its principal address is 1735 MARKET ST 42ND FL, PHILADELPHIA, PA 19103. The main line of business of PFM Financial Advisors is Finance and Insurance, with a business license for PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE. Currently in Good Standing, PFM Financial Advisors has been operating for 7 years. PFM Financial Advisors has 8 key officers and 1 shareholder.

Companies that start with "PFM"

Company Details

Legal Name: PFM Financial Advisors, LLC
Entity Type: Limited Liability Company

PFM Financial Advisors, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Alaska, LLCs are governed by Title 10, Chapter 50 – Alaska Revised Limited Liability Company Act
Status: Good Standing

The 'Good Standing' status indicates that PFM Financial Advisors, LLC is fully compliant with state regulations, has filed all required reports, paid necessary fees and taxes, and maintained a registered agent. This is a positive indicator of the company's operational health and adherence to legal requirements.
AK Formed Date: 04 Oct 2017 (7 years ago)
Next Biennial Report Due: 02 Jan 2027
Duration: Perpetual
Entity Number: 10070237

The entity number, 10070237, is a unique identifier assigned by the Alaska Department of Commerce, Community, and Economic Development to PFM Financial Advisors, LLC. This number can be used to verify the company's registration and access official records.

Home State: DELAWARE
Entity Physical Address: 1735 MARKET ST 42ND FL, PHILADELPHIA, PA 19103

Industry & Business Activity

Line of Business

52 Finance and Insurance

NAICS

523940 PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades. Learn more at the U.S. Census Bureau

Companies doing Portfolio management and investment advice

Key Officers & Management

Name Role Shares Address Mailing Address
DANIEL HARTMAN Manager - - -
CHERYL MADDOX Manager - - -
JOANNE CARTER Manager - - -
JAMIE DOYLE Manager - - -
LISA DANIEL Manager - - -
JESSICA CAMERON MITCHELL Manager - - -
PFM II, LLC Member 100.00 - -
Registered Agent Solutions, Inc. Registered Agent - 8585 OLD DAIRY RD STE 208, JUNEAU, AK 99801 8585 OLD DAIRY RD STE 208, JUNEAU, AK 99801

Business Licenses

Alaska requires a business license for the privilege of engaging in business in the state. This can apply to any for-profit or non-profit entity — including a sole proprietorship — and regardless of whether it has a physical presence in the state. Licenses may be purchased for one or two years, and expire on December 31.

Note: This state-level license is fundamental and mandatory for most Alaska businesses, showing basic compliance with state business regulations and tax requirements.

License Number Type Status Issue Date Date of renewal Expiration date Description
1107725 Business License Active 2019-01-03 2024-10-07 2025-12-31 LOB: 52 - Finance and Insurance, NAICS: 523940 - PORTFOLIO MANAGEMENT AND INVESTMENT ADVICE

Companies created on the same day 04 Oct 2017

ATC Enterprises LLC 7G Unlimited LLC MOORE'S HUNTING CAMP, LLC
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Sources: Check Sources of Data for a detailed schedule of each dataset.

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information

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