RIA Intelligence

SFC FINANCIAL LLC

CRD #129817 SEC #801-107167 SUNSET HILLS, MO 314-842-2001
SEC Registered
Total AUM
$162.2M
Discretionary
$0
Employees
4
Clients
10
Accounts
212

AUM Over Time

DateFeb 2025
Total AUM$180.9M
Discretionary$0
Non-Disc.$180.9M
Employees4
Clients0
DateFeb 2025
Total AUM$162.2M
Discretionary$0
Non-Disc.$162.2M
Employees4
Clients0
DateMar 2024
Total AUM$162.2M
Discretionary$0
Non-Disc.$162.2M
Employees4
Clients0
DateMar 2024
Total AUM$162.2M
Discretionary$0
Non-Disc.$162.2M
Employees4
Clients0
DateOct 2023
Total AUM$219.5M
Discretionary$0
Non-Disc.$219.5M
Employees4
Clients0
DateMar 2023
Total AUM$219.5M
Discretionary$0
Non-Disc.$219.5M
Employees4
Clients0
DateMar 2022
Total AUM$220.5M
Discretionary$0
Non-Disc.$220.5M
Employees4
Clients0
DateMay 2021
Total AUM$183.3M
Discretionary$0
Non-Disc.$183.3M
Employees4
Clients0
DateMar 2021
Total AUM$183.3M
Discretionary$0
Non-Disc.$183.3M
Employees4
Clients0
DateJun 2020
Total AUM$159.3M
Discretionary$0
Non-Disc.$159.3M
Employees5
Clients0
DateMar 2020
Total AUM$159.3M
Discretionary$0
Non-Disc.$159.3M
Employees5
Clients0
DateSep 2019
Total AUM$143.7M
Discretionary$0
Non-Disc.$143.7M
Employees6
Clients0
DateMar 2019
Total AUM$143.7M
Discretionary$0
Non-Disc.$143.7M
Employees6
Clients0
DateMar 2018
Total AUM$113.9M
Discretionary$0
Non-Disc.$113.9M
Employees2
Clients0
DateAug 2017
Total AUM$103.8M
Discretionary$0
Non-Disc.$103.8M
Employees2
Clients26
DateAug 2017
Total AUM$103.8M
Discretionary$0
Non-Disc.$103.8M
Employees2
Clients26
DateMar 2017
Total AUM$103.8M
Discretionary$0
Non-Disc.$103.8M
Employees2
Clients26
DateJan 2016
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees3
Clients26
DateJan 2016
Total AUM$101.6M
Discretionary$0
Non-Disc.$101.6M
Employees3
Clients26
DateJun 2012
Total AUM$68.5M
Discretionary$0
Non-Disc.$68.5M
Employees1
Clients26
DateJun 2012
Total AUM$68.5M
Discretionary$0
Non-Disc.$68.5M
Employees1
Clients26
DateMar 2012
Total AUM$68.5M
Discretionary$0
Non-Disc.$68.5M
Employees1
Clients26
DateJun 2011
Total AUM$44.2M
Discretionary$0
Non-Disc.$44.2M
Employees5
Clients--
DateMar 2011
Total AUM$44.2M
Discretionary$0
Non-Disc.$44.2M
Employees5
Clients--
DateMar 2010
Total AUM$41.6M
Discretionary$0
Non-Disc.$41.6M
Employees5
Clients--