SFM, LLC
Total AUM
$403.2M
Employees
6Clients
259Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
575 FRONT STREET
MANCHESTER
NH 03102
United States
MANCHESTER
NH 03102
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
603-625-8400
Financials
Total AUM
$403.2M
Accounts
806Discretionary
$403.2M
Accounts
806Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
147AUM
$51M
HNW Individual Clients
100AUM
$343M
Pension/Profit Sharing Plan Clients
11AUM
$8.8M
Corporation or Business Clients
1AUM
$369.7K
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/Dishonesty
State Registrations
CAFLMAMENHVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.