SECFI ADVISORY LIMITED

43 W 23rd Street
Fl 2
New York, New York 10010
Tel: (707) 652-9961

About SECFI ADVISORY LIMITED

SECFI ADVISORY LIMITED, formally registered with the SEC as SECFI ADVISORY LIMITED. The firm was established in 07/07/2022. They have over 3 offices throughout the country.

SECFI ADVISORY LIMITED is a New York, New York based Financial Planning firm with nearly $156,316,189 assets under management, offering retirement planning & investment advisory services to 139 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306961
SEC#	801-126017
Assets Managed by Firm	$156,316,189
No. of Clients	139
No. of Advisors	15

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	139	$156,316,189
Individuals (other than high net worth individuals)	136	$22,066,189

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