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SFI ADVISORS, LLC
CRD 287929 · SEC 801-110293
79 MIDLAND AVE., MONTCLAIR, NJ, 07042, United States
Phone
973-744-1014
Fax
973-744-3410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.0M
Discretionary AUM
$176.0M
Team
12 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingADVISORY CONSULTING AND FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $82.0M |
| High net worth individuals | 32 | $94.0M |
States served
GA, IL, LA, NJ, NY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD