Overview
Assets Under Management: $173 million
Headquarters: MONTCLAIR, NJ
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
SFI ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287929), SFI ADVISORS, LLC is subject to fiduciary duty under federal law.
SFI ADVISORS, LLC is headquartered in MONTCLAIR, NJ.
SFI ADVISORS, LLC serves 35 high-net-worth clients according to their SEC filing dated February 19, 2026. View client details ↓
According to their SEC Form ADV, SFI ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
SFI ADVISORS, LLC manages $173 million in client assets according to their SEC filing dated February 19, 2026.
According to their SEC Form ADV, SFI ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.96
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 301
Discretionary Accounts: 301
Regulatory Filings
CRD Number: 287929
Filing ID: 2055765
Last Filing Date: 2026-02-19 09:18:59