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Sfm, Llc
Manchester, New Hampshire
5.0
13 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...see more
Assets Under Mgmt
$239.85M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
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
Reviews for Sfm, Llc
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