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Pfm Financial Advisors LLC

This listing describes a business location. Location dates are not company formation dates.

Record reference date: October 18, 2026. Details may be incomplete or outdated.

Record type
Business location
Record identifier
1278208-05-211-1038609
Status
Location Ended
City
San Francisco
State or territory
California
Address
44 Montgomery St Fl 3
Postal code
94104
Location start
January 1, 2021
Location identifier
1278208-05-211-1038609
Ownership name (as reported)
Pfm Financial Advisors LLC
DBA name
Pfm Financial Advisors LLC
Location end (reported value)
05/31/2025

Names and reported roles

Roles are shown as reported. Agents, officers and principals are not automatically owners.

Business names

DBA name
Pfm Financial Advisors LLC

Ownership names (as reported)

Ownership name (as reported)
Pfm Financial Advisors LLC

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Directory details

Identifiers

Business Account
1038609
Location
1278208-05-211

Names

Ownership As Reported
Pfm Financial Advisors LLC
Dba
Pfm Financial Advisors LLC

Addresses

Business · Text
44 Montgomery St Fl 3
Business · City
San Francisco
Business · Region
CA
Business · Postal Code
94104
Mailing · Street 1
1735 Market St Fl 43
Mailing · City
Philadelphia
Mailing · Region
PA
Mailing · Postal Code
19103

Dates

Business Start
2016-06-30
Location Start
2021-01-01
Location End
2025-05-31

Industry

Naics Code
541611

Taxes

Parking Tax Reported
No
Transient Occupancy Tax Reported
No

Geography

Reported Point
{"longitude":-122.401782,"latitude":37.789812}
Supervisor District
3
Community Benefit District
Downtown
Neighborhood
Financial District/South Beach

All reported fields

Other reported details

Uniqueid
1278208-05-211-1038609
Certificate number
1038609
Ttxid
1278208-05-211
Dba start date
06/30/2016
Parking tax
false
Transient occupancy tax
false
Supervisor district
3
Community benefit district
Downtown
Neighborhoods analysis boundaries
Financial District/South Beach
Data as of
2026/10/18 12:00:00 AM
Data loaded at
2026/10/18 04:12:51 AM
Current Supervisor Districts
3
Analysis Neighborhoods
8
Neighborhoods
108
SF Find Neighborhoods
108
Current Police Districts
6

Names and reported roles

Ownership name (as reported)
Pfm Financial Advisors LLC
Dba name
Pfm Financial Advisors LLC

Addresses and locations

Full business address
44 Montgomery St Fl 3
City
San Francisco
State
CA
Business zip
94104
Location start date
01/01/2021
Location end date
05/31/2025
Location
POINT (-122.401782 37.789812)

Mailing information

Mailing address 1
1735 Market St Fl 43
Mail city
Philadelphia
Mail state
PA
Mail zipcode
19103

Industry and classification

Self reported naics code
541611

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