PFM Financial Advisors LLC

Philadelphia, PA Doing business as PFM Financial Advisors LLC

UEI
G75NX1N6L228
CAGE
7VJE3
Primary NAICS
525990 Other Financial Vehicles
SAM.gov registration
Active through

Company facts

Self-certified in SAM.gov
  • For Profit Organization
  • Limited Liability Company
Entity structure
Partnership or Limited Liability Partnership
NAICS codes registered in SAM.gov
SAM.gov registration date
Physical address
1735 Market St fl 42, Philadelphia, PA 19103, USA
Website
pfm.com
Founded
1975
Employees
251-1K
Estimated annual revenue
$100M-$250M
Industry
  1. Financials
  2. Diversified Financials
  3. Capital Markets
  4. Diversified Capital Markets
SIC code
67 Holding & Other Investment Offices
Profiles

Registration and certifications come from SAM.gov and the SBA; company details from public web sources. Updated .

Recent federal awards

PFM Financial Advisors LLC's 5 most recent federal contract and grant awards, newest first. Amounts are dollars obligated.
Award Agency Obligated Awarded
Chicago keeps america moving (canal edge) project financial advisory services Contract · 693JJ326F00101N Federal Highway Administration $124,700
Metra bridge improvement program phase 1, financial advisory services task order Contract · 693JJ326F00010N Federal Highway Administration $143,000
I-24 southeast choice lane project financial advisory services (i-24) Contract · 693JJ325F00224N Federal Highway Administration $318,500
Kansas city missouri south loop financial advisory services task order Contract · 693JJ325F00123N Federal Highway Administration $145,000
New bureau task order for a financial advisory services task order for the midtown bus terminal replacement project. Contract · 693JJ324F00398N Federal Highway Administration $99,000

About PFM Financial Advisors LLC

PFM Financial Advisors LLC, a for-profit limited liability company based in Philadelphia, Pennsylvania, provides financial advisory services to the Department of Transportation as a prime contractor exclusively, with no subcontract footprint. The vendor competes in full-and-open, unrestricted procurement — all 19 awards across recent years carry no set-aside designation. PFM Financial Advisors LLC is a subsidiary of Public Financial Management, Inc.

The vendor's capability portfolio is narrowly specialized: financial modeling, due diligence analysis, credit analysis, financial structuring, transaction support, and strategic financial consultation for surface transportation infrastructure projects. Representative prime work includes a $549,000 delivery order for financial advisory services supporting the Hudson Tunnel Project (completed August 2024), a $318,500 task order for the I-24 Southeast Choice Lane Project (completion June 2027), a $143,000 delivery order for the METRA Bridge Improvement Program Phase 1 (completion June 2026), and a $124,700 task order for the Chicago Keeps America Moving (Canal Edge) Project (completion November 2026). Work is performed in Philadelphia, Pennsylvania.

Customer concentration is absolute: the Department of Transportation's Immediate Office of the Secretary accounts for 100% of all 19 awards and the full $23.2 million combined potential value. The vendor has no customer diversification and operates entirely within the Build America Bureau's surface transportation infrastructure financing mission, which reduces competitive exposure but creates single-customer dependency.

PFM Financial Advisors LLC holds a $9.75 million Indefinite Delivery Contract (IDC) with the Federal Highway Administration, awarded May 8, 2024, extending through May 8, 2029, authorizing both cost-reimbursable and firm-fixed-price task orders. As of the latest data, six task orders totaling $850 thousand have been placed under a separate IDC (693JJ324D000014), and eleven task orders totaling $1.4 million have been issued under the Build America Bureau Financial Advisory Services vehicle. Combined obligated dollars across all awards are $2 million (9% of combined potential value), indicating most of the $23.2 million ceiling remains unexercised. Activity peaked in 2024 with six awards, dropping to three in 2025 and one in 2026; three awards with combined potential value of $588 thousand reach ultimate completion within the next twenty-four months and present recompete exposure. The vendor has no subcontractor relationships.

Contract vehicles

Quick answers

What is PFM Financial Advisors LLC's UEI?

PFM Financial Advisors LLC's Unique Entity ID (UEI) in SAM.gov is G75NX1N6L228.

What is PFM Financial Advisors LLC's CAGE code?

PFM Financial Advisors LLC's CAGE code is 7VJE3.

What is PFM Financial Advisors LLC's primary NAICS code?

PFM Financial Advisors LLC's primary NAICS code is 525990 (Other Financial Vehicles).

Where is PFM Financial Advisors LLC located?

PFM Financial Advisors LLC's physical address in SAM.gov is 1735 Market St fl 42, Philadelphia, PA 19103, USA.

Is PFM Financial Advisors LLC registered in SAM.gov?

Yes. PFM Financial Advisors LLC's SAM.gov registration is active through February 2, 2027.

Which contract vehicles does PFM Financial Advisors LLC hold?

PFM Financial Advisors LLC holds a place on 1 federal contract vehicle: Build America Bureau Financial Advisory Services.

What is PFM Financial Advisors LLC's most recent federal award?

PFM Financial Advisors LLC's most recent federal contract award is Chicago keeps america moving (canal edge) project financial advisory services (693JJ326F00101N), from Federal Highway Administration, on June 1, 2026.

On GovTribe

See PFM Financial Advisors LLC's full federal record

  • Federal contract awards
  • IDV awards
  • Contract vehicles
  • Funding analysis by agency, NAICS and set-aside
  • Similar vendors