ADVISIFI LLC

CRD 332477 · SEC 801-130953

Visit website

136 4TH STREET NORTH, SUITE 201, ST PETERSBURG, FL, 33701, United States

Phone

888 983-2897

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.8M

Discretionary AUM

$1.8M

Team

6 total employees; 2 advisory reps; 137 broker-dealer reps

Clients

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Fees

Percentage of AUM; INDIRECT COMPENSATION THROUGH PARENT COMPANY

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	133	$752K
Corporations/business entities	1	$1.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.advisifi.co

Official SEC filing: View on IAPD