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Sfc Financial LLC

● SEC registered since 2016CRD 129817SEC# 801-107167Sunset Hills, MO
Export (members)
Reg. AUM
$180.9M
Employees
4
Accounts
243
Location
Sunset Hills, MO

Sfc Financial LLC assets under management

Sfc Financial LLC is an investment advisory firm registered with the SEC based in Sunset Hills, MO. The firm has been registered since 2016. It reports $180.9 million in regulatory assets under management and employs 4 people.

Sfc Financial LLC owners & executives

3 reported
NameTitleOwnershipSince
Jacob Victor Potter ControlMember25-50%2017
Kenneth Allen Coplen ControlMember, Manager & Chief Compliance Officer50-75%2003
Kimberly Diane RussoMember10-25%2019

Frequently asked questions

How much does Sfc Financial LLC manage?

Sfc Financial LLC reports $180.9 million in regulatory assets under management on its Form ADV.

How many employees does Sfc Financial LLC have?

Sfc Financial LLC reports 4 employees.

Where is Sfc Financial LLC located?

Sfc Financial LLC is based in Sunset Hills, MO and has been SEC-registered since 2016.

Does Sfc Financial LLC disclose fund performance?

Sfc Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO 63127-1391
Phone314-842-2001
Fax314-842-3303
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$180.9M
Total (RAUM)$180.9M