Investment adviser · CRD 106390

PFM CAPITAL MANAGEMENT LLC

Investment adviser filing (IA)

ATLANTA, GA, United States · Form ADV filed Nov 14, 2012

Regulatory AUM
$167M
Form ADV · Item 5.F
Client accounts
135
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Nov 14, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3575 PIEDMONT ROAD, BUILDING 15, SUITE 200
ATLANTA, GA, 30305, United States

CRD 106390

Filing source

Form ADV 680304 · Nov 14, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.