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SFM, LLC
575 Front Street
Manchester, New Hampshire 03102
Tel: 603-625-8400
About SFM, LLC
SFM, LLC, formally registered with the SEC as SFM, LLC. The firm was established in 04/07/2014. They have over 1 offices throughout the country.
SFM, LLC is a Manchester, New Hampshire based Financial Planning firm with nearly $279,833,421 assets under management, offering retirement planning & investment advisory services to 627 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116564 |
| SEC# | 801-79426 |
| Assets Managed by Firm | $279,833,421 |
| No. of Clients | 627 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 627 | $279,833,421 |
| Individuals (other than high net worth individuals) | 112 | $35,565,058 |
| High net worth individuals | 95 | $239,201,455 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,066,908 |
More Retirement Planning firms in Manchester, New Hampshire:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
| $3,554,771,000 | 18 | 23 | |
| $3,108,813,749 | 1858 | 45 |
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