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SFM Financial Advisors
SFM Financial Advisors LLC is a state-registered investment adviser in Vancouver, WA. The firm manages approximately $11 million in regulatory assets.
Overview
SFM Financial Advisors LLC is a state-registered investment adviser in Vancouver, WA. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at SFM Financial Advisors?
SFM Financial Advisors has not identified its managing principals or investment committee members in public filings or marketing. The firm's leadership team is not listed on its website or SEC registrations, making the name of the investment decision maker unknown.
What investment stages does SFM Financial Advisors typically target?
SFM's investment stage preferences are not stated in any public documentation. The firm does not disclose whether it targets venture, growth, or buyout opportunities, or focuses on public market securities. The strategy is not observable.
What sectors does SFM Financial Advisors explicitly avoid?
SFM has not published a list of excluded sectors. The firm's investment policy and any negative screens remain confidential, with no sector restrictions documented in available sources.
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