SFI ADVISORS, LLC - Financial Advisor in New Jersey, Montclair

Tel: 973-744-1014 79 Midland Ave. Montclair, New Jersey 07042

About SFI ADVISORS, LLC

SFI ADVISORS, LLC is a Montclair, New Jersey based financial advisory firm with nearly $239,000,000 in assets under management and provides investment advisory services for 297 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

287929

Firm SEC#:

801-110293

Assets Under Management:

$239,000,000

No. of Clients:

297

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ADVISORY CONSULTING AND FAMILY OFFICE SERVICES)

Fee Structure:

A percentage of AUM, Fixed fees

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