SFM, LLC
Manchester, New Hampshire
5.0
12 Reviews
SFM, LLC is a reputable investment advisory firm based in Manchester, NH, serving a diverse clientele. With over 90 individual clients and an impressive $239,850,000 in assets under management, SFM, LLC has established itself as a trusted partner in the financial industry. The firm operates from a single office location, allowing for focused and personalized services. While SFM, LLC primarily manages discretionary assets, it also possesses the expertise to handle employer funds, although such accounts constitute less than 30% of their portfolio. The firm's primary client base consists of high-net-worth individuals who entrust SFM...
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Assets Under Mgmt

$239.85M

Investment Professionals

4

Locations

0

% 401K & Individual

10%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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