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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-1998
- Office Locations
- 1
Office Locations
About SFM, LLC
SFM, LLC is a Manchester, NH-based RIA led by partners Glenn Sweeney (CFA) and Christopher June (CFP), the firm’s CIO. The team provides wealth management and financial planning for individuals and business owners, with portfolio construction and tax/estate coordination. Portfolios lean on ETFs and public funds with selective fixed income and private investments, custodied primarily at Charles Schwab. Publishes the monthly “SFM Observer” market recap.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER JOHN JUNE
Chief Investment Officer, PARTNER, Wealth Advisor
- CRD
- #6023112
- Ownership
- 25% but less than 50%
GLENN PATRICK SWEENEY
Chief Compliance Officer, Managing Partner, President, Wealth Advisor
- CRD
- #3073912
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Samuel Gallagher Graham
Wealth Advisor
- CRD
- #7882589
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $403,185,072 | $500,230 |
| Non-Discretionary | $0 | -- |
| Total | $403,185,072 | $500,230 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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