Cfam Financial Services, LLC

Alaska
Registered In
01/31/2012
Incorp. Date
Foreign
Registration Type
Texas
Foreign Jurisdiction

Company Summary

Cfam Financial Services, LLC at 1250 S Capital Of Tx Hwy 1-400, Austin, Tx 78746 lists Richard L Morgan and Roberto S Feito as associates.

Registered In
Alaska
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Texas
Company Type
Limited Liability Company
Status
Good Standing
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Registered Agent Solutions, Inc. Registered Agent
1400 W BENSON BLVD STE 370, ANCHORAGE, AK 99503
Richard L Morgan Member
Roberto S Feito Member
Paul M Jackson Member
Greg L England Member
Paul M Jackson Manager
Richard L Morgan Manager
Roberto S Feito Manager
Greg L England Manager
1250 S CAPITAL OF TX HWY 1-400, AUSTIN, TX 78746 View Map
PO BOX 17368, AUSTIN, TX 78760 (Mailing) View Map
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Financial Information for Cfam Financial Services, LLC

Form 5500

CFAM FINANCIAL SERVICES, LLC

3838 Oak Lawn Ave Suite 1200, Dallas, Tx 75219 (512) 437-3979 EIN:27-0162860 Plan Admin:Kathleen White
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY17 / 22 Assets BOY/EOY$380,112 / $511,106 2023 CFAM FINANCIAL SERVICES, LLC - Plan #001 17 / 22 $380,112 / $511,106
2022 Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY15 / 17 Assets BOY/EOY$390,465 / $380,112 2022 CFAM FINANCIAL SERVICES, LLC - Plan #001 15 / 17 $390,465 / $380,112
2021 Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY15 / 15 Assets BOY/EOY$307,182 / $390,465 2021 CFAM FINANCIAL SERVICES, LLC - Plan #001 15 / 15 $307,182 / $390,465
2020 Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY10 / 15 Assets BOY/EOY$249,568 / $307,182 2020 CFAM FINANCIAL SERVICES, LLC - Plan #001 10 / 15 $249,568 / $307,182
2019 Plan NameCFAM FINANCIAL SERVICES, LLC Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$184,667 / $249,568 2019 CFAM FINANCIAL SERVICES, LLC - Plan #001 9 / 10 $184,667 / $249,568
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CFAM FINANCIAL SERVICES LLC

3838 Oaklawn Ave, Ste 1500, DALLAS, TX 75219 Industry:Other Financial Vehicles Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/28/2020 Approved$213,370 Forgiven$215,409 LenderDominion Bank Jobs12 04/28/2020 $213,370 $215,409 Dominion Bank 12
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

Alaska Department of Commerce, Community, and Economic Development U.S. Department of Labor U.S. Small Business Administration
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