|
⚲
|
| Keyboard |
| SFM LLC
✚
|
|
|---|---|
| CRD # | 116564 |
| SEC # | 801-79426 |
| CIK # | 0002064225 |
| AUM | 403.2 M (2026-03-31) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 603-625-8400 |
| Address | 575 Front Street Manchester, NH 03102 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| iShares Gold Trust Micro | 8.8 | |
| Amazon Com Inc | 7.4 | |
| Microsoft Corp | 6.3 | |
| Alphabet Inc | 5.9 | |
| Nvidia Corp | 5.0 | |
| Apple Inc | 2.8 | |
| Alphabet Inc | 2.7 | |
| Mastercard Inc | 2.1 | |
| Visa Inc | 1.9 | |
| Facebook Inc | 1.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 51.0 |
| (b) Individuals (high net worth individuals) | 100 | 343.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 8.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 403.2 |
| By Discretionary | ||
| Discretionary | 806 | 403.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 806 | 403.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.2 | |
| Total | 806 | 403.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002064225] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
United Wealth Management LLC
✚
|
406.6 M | |
|
Bontempo OHLY Capital Management LLC
✚
|
MD | 405.7 M |
|
Triton Wealth Management PLLC
✚
|
AZ | 405.1 M |
|
MB Generational Wealth LLC
✚
|
WA | 404.4 M |
|
Dupree Financial Group LLC
✚
|
KY | 404.4 M |
|
Tilia Fiduciary Partners Inc
✚
|
NC | 403.7 M |
|
Borer Denton & Associates Inc
✚
|
PA | 403.0 M |
|
Rational Investment Management LLC
✚
|
402.6 M | |
|
Leeward Financial Partners LLC
✚
|
401.5 M | |
|
Kirkwood Financial Services LLC
✚
|
TX | 399.8 M |