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SFC FINANCIAL LLC
3890 S. Lindbergh Blvd
Suite 200
Sunset Hills, Missouri 63127-1391
Tel: 314-842-2001
About SFC FINANCIAL LLC
SFC FINANCIAL LLC, formally registered with the SEC as SFC FINANCIAL LLC. The firm was established in 01/22/2016. They have over 1 offices throughout the country.
SFC FINANCIAL LLC is a Sunset Hills, Missouri based Financial Planning firm with nearly $180,863,049 assets under management, offering retirement planning & investment advisory services to 243 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129817 |
| SEC# | 801-107167 |
| Assets Managed by Firm | $180,863,049 |
| No. of Clients | 243 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 243 | $180,863,049 |
| Individuals (other than high net worth individuals) | 40 | $12,756,351 |
| High net worth individuals | 27 | $167,787,290 |
| Charitable organizations | 1 | $319,408 |
More Retirement Planning firms in Sunset Hills, Missouri:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $306,242,186,324 | 282 | 390 | |
| $229,554,718,263 | 647 | 225 | |
| $169,541,361,944 | 13 | 218 | |
| $40,337,272,573 | 14 | 27 | |
| $37,481,639,918 | 40790 | 501 |
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