Unclaimed Profile

Laura V Sithens

PFM CAPITAL MANAGEMENT LLC·SANDY SPRINGS, Georgia

SIE, Series 6, Series 7, Series 63, Series 65Clean record19 years registeredPFM CAPITAL MANAGEMENT LLC

PERIMETER RIDGE 750 HAMMOND DR, SANDY SPRINGS, GA 30328CRD# 4068196Firm CRD# 106390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura V Sithens · SANDY SPRINGS, GA

Registration

CRD #4068196 · PFM CAPITAL MANAGEMENT LLC · 19 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Jun 2015 – present

ATLANTA CAPITAL GROUP

Sep 2013 – Mar 2015

ATLANTA, GA

PFM CAPITAL HOLDINGS, LLC

Feb 2013 – Dec 2013

ATLANTA, GA

PFM CAPITAL MANAGEMENT LLC

Oct 2006 – Mar 2013

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 16, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFM CAPITAL MANAGEMENT LLC

CRD 106390 · SEC 801-44165

AUM

$167M

Regulatory assets under management

Employees

135 client accounts

Services offered by PFM CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PFM CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Laura V Sithens offer?

Laura V Sithens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANDY SPRINGS, Georgia for a consultation.

What are Laura V Sithens's credentials?

Laura V Sithens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura V Sithens located?

Laura V Sithens is based in SANDY SPRINGS, Georgia, working with PFM CAPITAL MANAGEMENT LLC. Their office serves clients in the SANDY SPRINGS metropolitan area and surrounding communities.

How does Laura V Sithens charge for services?

Laura V Sithens's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFM CAPITAL MANAGEMENT LLC?

PFM CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $167M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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