PFM FINANCIAL ADVISORS LLC
- PHILADELPHIA, PA 19103-7502
- pfm.com (company website, opens in a new tab)
- Partnership or Limited Liability Partnership
- SAM active
- No verified credentials yet
- CMMCNot on file
- SPRSNone
- FCLVisible to paid members
Registration and small-business types: SAM.gov, synced Nov 9, 2026. Compliance: self-attested by the company unless marked verified. The SPRS chip shows a range, never the exact score. How verification works
- 36-mo obligations
- $1.6M
- Awards on record
- 16
- Contract vehicles
- 0
- Verified credentials
- 0
Compliance posture: unverified (SAM.gov baseline only)
PFM FINANCIAL ADVISORS LLC has not claimed this profile. What you see comes from public SAM.gov and USAspending records; no one from the company has confirmed CMMC, SPRS or clearance details yet. Learn more about CMMC 2.0
About PFM FINANCIAL ADVISORS LLC
- Headquarters
- PHILADELPHIA, PA 19103-7502
Identifiers
UEI and CAGE come from SAM.gov. Other identifiers are listed by the company.
- UEIG75NX1N6L228
- CAGE7VJE3
Capabilities & differentiators
No capability narrative yet
Compliance posture
No compliance posture published yet
Facility clearance
Facility clearance: visible to paid members
Clearance levels are shown only to paying members; TeamingIndex does not advertise clearances (NISPOM 32 CFR 117.9). Learn more about facility clearances · Compare plans
Past performance
- 36-month obligations
- $1.6M
- Awards on record
- 16
- Top funding agencies
- Federal Highway Administration
Awards
693JJ324F00263N
Recompete 18+ mo: Potential end May 8, 2029 (29 months away)FINANCIAL ADVISORY SERVICES FOR THE BUILD AMERICA BUREAU - MINIMUM GUARANTEE TASK ORDER
Department of Transportation · Federal Highway Administration
- Obligated
- $20K
- Period of performance
- Aug 8, 2024 – May 8, 2029
693JJ325F00224N
Recompete 6–12 mo: Potential end Jun 30, 2027 (7 months away)I-24 SOUTHEAST CHOICE LANE PROJECT FINANCIAL ADVISORY SERVICES (I-24)
Department of Transportation · Federal Highway Administration
- Obligated
- $318.5K
- Period of performance
- Sep 15, 2025 – Jun 30, 2027
693JJ326F00010N
Recompete < 6 mo: Potential end Jan 31, 2027 (2 months away)METRA BRIDGE IMPROVEMENT PROGRAM PHASE 1, FINANCIAL ADVISORY SERVICES TASK ORDER
Department of Transportation · Federal Highway Administration
- Obligated
- $143K
- Period of performance
- Oct 28, 2025 – Jan 31, 2027
693JJ325F00123N
Recompete < 6 mo: Potential end Jan 31, 2027 (2 months away)KANSAS CITY MISSOURI SOUTH LOOP FINANCIAL ADVISORY SERVICES TASK ORDER
Department of Transportation · Federal Highway Administration
- Obligated
- $145K
- Period of performance
- May 27, 2025 – Jan 31, 2027
693JJ326F00101N
Recompete < 6 mo: Potential end Jan 15, 2027 (2 months away)CHICAGO KEEPS AMERICA MOVING (CANAL EDGE) PROJECT FINANCIAL ADVISORY SERVICES
Department of Transportation · Federal Highway Administration
- Obligated
- $124.7K
- Period of performance
- Jun 1, 2026 – Jan 15, 2027
693JJ324F00110N
Completed: Period of performance ended May 6, 2025THIS IS A FIRM-FIXED PRICE TASK ORDER FOR FINANCIAL ADVISORY SERVICES IN CONNECTION WITH THE PORT OF ALASKA MODERNIZATION PROGRAM PHASE I…
Department of Transportation · Federal Highway Administration
- Obligated
- $0
- Period of performance
- Apr 29, 2024 – May 6, 2025
693JJ324F00119N
Completed: Period of performance ended Apr 28, 2025NEW BUREAU PROCUREMENT (TIFIA REVENUE ACCT) FOR A FINANCIAL ADVISORY SERVICES TASK ORDER FOR THE ART NORTH-SOUTH CORRIDOR (GREEN LINE)…
Department of Transportation · Federal Highway Administration
- Obligated
- $0
- Period of performance
- May 1, 2024 – Apr 28, 2025
693JJ324F00091N
Completed: Period of performance ended Mar 31, 2025THIS IS A NEW AWARD FOR FINANCIAL ADVISORY SERVICES FOR THE BUILD AMERICA BUREAU FOR SERIVCES IN CONNECTION WITH THE LOS ANGELES WORLD…
Department of Transportation · Federal Highway Administration
- Obligated
- $0
- Period of performance
- Mar 29, 2024 – Mar 31, 2025
693JJ324F00398N
Completed: Period of performance ended Feb 28, 2025NEW BUREAU TASK ORDER FOR A FINANCIAL ADVISORY SERVICES TASK ORDER FOR THE MIDTOWN BUS TERMINAL REPLACEMENT PROJECT.
Department of Transportation · Federal Highway Administration
- Obligated
- $99K
- Period of performance
- Sep 23, 2024 – Feb 28, 2025
693JJ323F00328N
Completed: Period of performance ended Aug 31, 2024FINANCIAL ADVISORY TASK ORDER FOR THE HUDSON TUNNEL PROJECT
Department of Transportation · Federal Highway Administration
- Obligated
- $544K
- Period of performance
- Sep 8, 2023 – Aug 31, 2024
693JJ323F00073N
Completed: Period of performance ended Jun 30, 2024FINANCIAL ADVISORY TASK ORDER FOR THE MOUNT VERNON LIBRARY COMMONS PROJECT
Department of Transportation · Federal Highway Administration
- Obligated
- $137.5K
- Period of performance
- Mar 23, 2023 – Jun 30, 2024
693JJ322F00130N
Completed: Period of performance ended Jan 31, 2024NEW TASK ORDER TITLED LADOTD REMAINING GROUP OF PROJECTS.
Department of Transportation · Federal Highway Administration
- Obligated
- $108K
- Period of performance
- May 26, 2022 – Jan 31, 2024
693JJ322F00114N
Completed: Period of performance ended Aug 15, 2023FINANCIAL ADVISORY TASK ORDER FOR A CORPORATE BORROWER FINANCIAL MODEL TEMPLATE AND USER GUIDE.
Department of Transportation · Federal Highway Administration
- Obligated
- $58.9K
- Period of performance
- May 24, 2022 – Aug 15, 2023
693JJ322F00453N
Completed: Period of performance ended Jun 30, 2023FINANCIAL ADVISORY TASK ORDER FOR SOUND TRANSIT PROJECTS.
Department of Transportation · Federal Highway Administration
- Obligated
- $70.5K
- Period of performance
- Sep 27, 2022 – Jun 30, 2023
693JJ321F000107
Completed: Period of performance ended Nov 30, 2021THE CONTRACTOR SHALL PROVIDE THE BUILD AMERICA BUREAU FINANCIAL ADVISORY SERVICES FOR THE LADOTD GROUP OF PROJECTS
Department of Transportation · Federal Highway Administration
- Obligated
- $125K
- Period of performance
- Apr 8, 2021 – Nov 30, 2021
693JJ321F000083
Completed: Period of performance ended Sep 30, 2021THE CONTRACTOR SHALL PROVIDE THE BUILD AMERICA BUREAU FINANCIAL ADVISORY SERVICES FOR THE DOWNTOWN REDMOND LINK EXTENSION PROJECT
Department of Transportation · Federal Highway Administration
- Obligated
- $88.5K
- Period of performance
- Mar 15, 2021 – Sep 30, 2021
| Award | Agency | NAICS · PSC | Obligated | Period of performance | Recompete |
|---|---|---|---|---|---|
693JJ324F00263N under 693JJ324D000014 FINANCIAL ADVISORY SERVICES FOR THE BUILD AMERICA BUREAU - MINIMUM GUARANTEE TASK ORDER | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $20K | Aug 8, 2024 – May 8, 2029 | Recompete 18+ mo: Potential end May 8, 2029 (29 months away) |
693JJ325F00224N under 693JJ324D000014 I-24 SOUTHEAST CHOICE LANE PROJECT FINANCIAL ADVISORY SERVICES (I-24) | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $318.5K | Sep 15, 2025 – Jun 30, 2027 | Recompete 6–12 mo: Potential end Jun 30, 2027 (7 months away)AI brief for award 693JJ325F00224NBid team for the recompete of award 693JJ325F00224N |
693JJ326F00010N under 693JJ324D000014 METRA BRIDGE IMPROVEMENT PROGRAM PHASE 1, FINANCIAL ADVISORY SERVICES TASK ORDER | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $143K | Oct 28, 2025 – Jan 31, 2027 | Recompete < 6 mo: Potential end Jan 31, 2027 (2 months away)AI brief for award 693JJ326F00010NBid team for the recompete of award 693JJ326F00010N |
693JJ325F00123N under 693JJ324D000014 KANSAS CITY MISSOURI SOUTH LOOP FINANCIAL ADVISORY SERVICES TASK ORDER | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $145K | May 27, 2025 – Jan 31, 2027 | Recompete < 6 mo: Potential end Jan 31, 2027 (2 months away)AI brief for award 693JJ325F00123NBid team for the recompete of award 693JJ325F00123N |
693JJ326F00101N under 693JJ324D000014 CHICAGO KEEPS AMERICA MOVING (CANAL EDGE) PROJECT FINANCIAL ADVISORY SERVICES | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $124.7K | Jun 1, 2026 – Jan 15, 2027 | Recompete < 6 mo: Potential end Jan 15, 2027 (2 months away)AI brief for award 693JJ326F00101NBid team for the recompete of award 693JJ326F00101N |
693JJ324F00110N under 693JJ319D300008 THIS IS A FIRM-FIXED PRICE TASK ORDER FOR FINANCIAL ADVISORY SERVICES IN CONNECTION WITH THE PORT OF ALASKA MODERNIZATION PROGRAM PHASE I… | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $0 | Apr 29, 2024 – May 6, 2025 | Completed: Period of performance ended May 6, 2025 |
693JJ324F00119N under 693JJ319D300008 NEW BUREAU PROCUREMENT (TIFIA REVENUE ACCT) FOR A FINANCIAL ADVISORY SERVICES TASK ORDER FOR THE ART NORTH-SOUTH CORRIDOR (GREEN LINE)… | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $0 | May 1, 2024 – Apr 28, 2025 | Completed: Period of performance ended Apr 28, 2025 |
693JJ324F00091N under 693JJ319D300008 THIS IS A NEW AWARD FOR FINANCIAL ADVISORY SERVICES FOR THE BUILD AMERICA BUREAU FOR SERIVCES IN CONNECTION WITH THE LOS ANGELES WORLD… | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $0 | Mar 29, 2024 – Mar 31, 2025 | Completed: Period of performance ended Mar 31, 2025 |
693JJ324F00398N under 693JJ324D000014 NEW BUREAU TASK ORDER FOR A FINANCIAL ADVISORY SERVICES TASK ORDER FOR THE MIDTOWN BUS TERMINAL REPLACEMENT PROJECT. | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $99K | Sep 23, 2024 – Feb 28, 2025 | Completed: Period of performance ended Feb 28, 2025 |
693JJ323F00328N under 693JJ319D300008 FINANCIAL ADVISORY TASK ORDER FOR THE HUDSON TUNNEL PROJECT | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $544K | Sep 8, 2023 – Aug 31, 2024 | Completed: Period of performance ended Aug 31, 2024 |
693JJ323F00073N under 693JJ319D300008 FINANCIAL ADVISORY TASK ORDER FOR THE MOUNT VERNON LIBRARY COMMONS PROJECT | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $137.5K | Mar 23, 2023 – Jun 30, 2024 | Completed: Period of performance ended Jun 30, 2024 |
693JJ322F00130N under 693JJ319D300008 NEW TASK ORDER TITLED LADOTD REMAINING GROUP OF PROJECTS. | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $108K | May 26, 2022 – Jan 31, 2024 | Completed: Period of performance ended Jan 31, 2024 |
693JJ322F00114N under 693JJ319D300008 FINANCIAL ADVISORY TASK ORDER FOR A CORPORATE BORROWER FINANCIAL MODEL TEMPLATE AND USER GUIDE. | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $58.9K | May 24, 2022 – Aug 15, 2023 | Completed: Period of performance ended Aug 15, 2023 |
693JJ322F00453N under 693JJ319D300008 FINANCIAL ADVISORY TASK ORDER FOR SOUND TRANSIT PROJECTS. | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $70.5K | Sep 27, 2022 – Jun 30, 2023 | Completed: Period of performance ended Jun 30, 2023 |
693JJ321F000107 under 693JJ319D300008 THE CONTRACTOR SHALL PROVIDE THE BUILD AMERICA BUREAU FINANCIAL ADVISORY SERVICES FOR THE LADOTD GROUP OF PROJECTS | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $125K | Apr 8, 2021 – Nov 30, 2021 | Completed: Period of performance ended Nov 30, 2021 |
693JJ321F000083 under 693JJ319D300008 THE CONTRACTOR SHALL PROVIDE THE BUILD AMERICA BUREAU FINANCIAL ADVISORY SERVICES FOR THE DOWNTOWN REDMOND LINK EXTENSION PROJECT | Department of Transportation · Federal Highway Administration | 541611 · R499SUPPORT- PROFESSIONAL: OTHER | $88.5K | Mar 15, 2021 – Sep 30, 2021 | Completed: Period of performance ended Sep 30, 2021 |
Contract vehicles
No contract vehicles on file
Proven teaming graph
No sub-award reports yet
Source: USAspending.gov sub-award reports (FSRS) (opens in a new tab) · sync date not recorded · Prime contractors report first-tier subcontracts of $30,000 or more. Amounts are reported sub-award values.
SBIR/STTR portfolio
No SBIR/STTR awards on record
Source: SBIR.gov award records (opens in a new tab) · sync date not recorded
FedRAMP offerings
No FedRAMP Marketplace listing
Source: FedRAMP Marketplace (opens in a new tab) · sync date not recorded
Exclusions & screening
SAM.gov exclusions
Not yet checked against SAM.gov exclusions.
Agencies generally may not award to excluded parties, and primes may not subcontract with them above the threshold in FAR 52.209-6 (except COTS items) without a compelling reason reported to the contracting officer (FAR 9.405, 9.405-2). Some exclusion types apply only to specific programs: read the record on SAM.gov.
Source: SAM.gov Exclusions (opens in a new tab) · sync date not recorded
Consolidated Screening List
No confirmed match on the Consolidated Screening List (screened Nov 13, 2026).
The list combines Commerce, State and Treasury export-control and sanctions lists. A “no match” result is a name-and-address screen, not an export-compliance determination.
Source: ITA Consolidated Screening List (opens in a new tab) · as of Nov 13, 2026
GSA CALC+ rate benchmark
No GSA CALC+ rates on record
Source: GSA CALC+ awarded ceiling rates (opens in a new tab) · sync date not recorded
NAICS, PSC & socio-economic status
NAICS codes
- 525990Title not in the curated listPrimary
SAM.gov does not report this entity as small under any listed NAICS code.
Socio-economic status
No socio-economic certifications reported in SAM.gov.
Product & service codes (PSC)
No PSC codes reported.
Teaming preferences
This company has not published teaming preferences.
Business development contact
No BD contact published
Corporate hierarchy
No parent entity reported in SAM.gov.
SBA counts affiliates when it determines whether a business is small (13 CFR 121.103), so a parent’s size can matter for set-aside work.
Data sources & provenance
SAM.gov
Registration, CAGE, NAICS, socio-economic status, corporate hierarchy and exclusions. Last synced Nov 9, 2026.
USAspending.gov
Prime award history and obligations (FPDS), synced nightly.
The contractor
Nothing yet: this profile has not been claimed by the company.
TeamingIndex verification
Credentials marked Verified were checked by a TeamingIndex reviewer; everything else is self-attested.
Corrections
Corrections to SAM.gov data must be made in SAM.gov; TeamingIndex picks them up on the next nightly sync. Go to SAM.gov (opens in a new tab)
Machine-readable: capability.md schema.org JSON-LD embedded in this page.
Zero CUI: TeamingIndex stores verification metadata only, never System Security Plans, POA&Ms or DD Form 254s.
Teaming
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