SFC FINANCIAL LLC

SUNSET HILLS, Missouri·5 registered advisors·CRD# 129817
SEC# 801-1071670314-842-2001
01

Firm Overview

AUM
$162M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SFC FINANCIAL LLC

5 registered advisors
David Patrick Smith
ST. LOUIS, Missouri
Earl Wade Swink
SUNSET HILLS, Missouri
Jacob Victor Potter
SUNSET HILLS, Missouri
Kenneth Allen Coplen
SUNSET HILLS, Missouri
Kimberly Diane Russo
SUNSET HILLS, Missouri
05

Office Locations

SUNSET HILLS, Missouri
4 advisors
ST. LOUIS, Missouri
1 advisor

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Data sourced from SEC Form ADV filings. SFC FINANCIAL LLC (CRD# 129817) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.