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SEC insider activity covers quarterly filings through June 30, 2026. Later filings are not included. Reported roles do not establish current employment or current holdings. SEC filing documents, sections and filing-text search cover filings dated January 1, 2000 onward. Earlier filings are deferred until after launch.
Also known as: PFM FINANCIAL ADVISORS LLC, PFM FINANCIAL ADVISORS LLC
Firm Income Reported for This Client
$430K
Not substituted for client expenses
Contract Awards
$2.0M
19 awards
Summary
PFM FINANCIAL ADVISORS LLC is an organization. Its political footprint includes $430K in lobbying-firm income reported for this client, $2.0 million in government contracts. Lobbying activity focuses on Taxation/Internal Revenue Code. Their largest government contract source is Department of Transportation at $2.0 million. Political activity spans from 2018 to 2026.
These are different money flows and are not added together: contributions and lobbying expenses flow out, while contract awards flow to the organization.
Legal entity: GLEIF
Activity data: USAspending.gov