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NFI, LLC
CRD 136742 · SEC 801-64661
200 NORTHPOINTE CIRCLE, SUITE 202, SEVEN FIELDS, PA, 16046, United States
Phone
724-776-3999
Fax
724-776-3939
Registration
— (—)
Source
State registered
Total AUM
$60.4M
Discretionary AUM
$60.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; MINIMUM ANNUAL FEE: $150
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $33.1M |
| High net worth individuals | 14 | $27.2M |
Official SEC filing: View on IAPD