Investor Fan

Firm record

As recorded in SEC IAPD

Firm CRD

159301

SEC number

801-111660

Firm type

RIA

Assets under management

$787.4M as of Mar 20, 2026

Website

www.panfili-financial.com ↗

Phone

425-372-7517

Address

Not yet retrieved from the source record

Advisors at this firm

14 in our index · page 1 of 1

• Scott Philbrick BowhayCRD 867438 · Moraga, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Francois Roger BigotCRD 2519250 · Fayetteville, GA
  IA RegisteredRegistration inactive
• Todd William CarterCRD 1122956 · Bothell, WA
  IA RegisteredRegistration inactive
• Kenneth Robinson ClarkCRD 6409856 · Las Vegas, NV
  IA RegisteredRegistration inactive
• Margaret Hoffmaster ConnellyCRD 2644738 · Charlottesville, VA
  IA Registered
• Vincent Luke DonivanCRD 5866709 · Coeur D'alene, ID
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Rod D EhrlichCRD 3191263 · Boise, ID
  IA Registered
• Deborah Weis EllisCRD 3203427 · Washington, UT
  IA Registered
• Jeffrey Steven HughesCRD 2082425 · Burien, WA
  IA Registered
• Sofia Paola Iglesias GonzalezCRD 5371447 · San Diego, CA
  IA Registered
• Lauren Elizabeth LegendreCRD 8201956 · Plaquemine, LA
  IA Registered
• Margo Ruth Porter-PanfiliCRD 5448766 · Upland, IN
  IA Registered
• Andrea Susan StiernstrandCRD 4375776 · Charlottesville, VA
  IA Registered
• Dale Russell TeachoutCRD 2145516 · Big Timber, MT
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.