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

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