Overview
Assets Under Management: $181 million
Headquarters: SUNSET HILLS, MO
High-Net-Worth Clients: 27
Average Client Assets: $6 million
Frequently Asked Questions
SFC FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129817), SFC FINANCIAL LLC is subject to fiduciary duty under federal law.
SFC FINANCIAL LLC is headquartered in SUNSET HILLS, MO.
SFC FINANCIAL LLC serves 27 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, SFC FINANCIAL LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SFC FINANCIAL LLC manages $181 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, SFC FINANCIAL LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.77
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 243
Non-Discretionary Accounts: 243
Regulatory Filings
CRD Number: 129817
Last Filing Date: 2025-02-28 00:00:00
Website: https://swinkcpas.com