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SFI ADVISORS, LLC
79 Midland Ave.
Montclair, New Jersey 07042
Tel: 973-744-1014
About SFI ADVISORS, LLC
SFI ADVISORS, LLC, formally registered with the SEC as SFI ADVISORS, LLC. The firm was established in 04/11/2017. They have over 2 offices throughout the country.
SFI ADVISORS, LLC is a Montclair, New Jersey based Financial Planning firm with nearly $239,000,000 assets under management, offering retirement planning & investment advisory services to 297 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287929 |
| SEC# | 801-110293 |
| Assets Managed by Firm | $239,000,000 |
| No. of Clients | 297 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ADVISORY CONSULTING AND FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 297 | $239,000,000 |
| Individuals (other than high net worth individuals) | 245 | $54,000,000 |
| High net worth individuals | 40 | $88,000,000 |
| Pension and profit sharing plans | 12 | $97,000,000 |
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