Assets Under Management

$180.9M

Number of Clients

68

Number of Advisors

4

Average Client AUM

$2.7M

AUM per Advisor

$45.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

SFC Financial, LLC offers investment supervisory services through individual portfolio management and financial planning services. They manage accounts on a non-discretionary basis and provide financial plans addressing personal, tax, investment, insurance, retirement, death & disability, and estate matters. They also offer qualified retirement plan advisory services.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Loading...
Location

3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO, 63127-1391

4 Advisors at this firm

Sfc Financial Llc | TrueAdvisor