SECFI ADVISORY LIMITED

Overview

Secfi Advisory Limited is an SEC-registered advisory corporation that began registration in 2022. The firm serves both individual and family clients as well as institutional investors and offers financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its fee arrangements include asset-based fees, fixed fees, and performance-based fees. The firm reports ownership as a combination of a domestic entity and an individual, and it is not positioned as a capital allocator. Secfi identifies as an advisory sponsor/GP and maintains affiliations that include broker-dealer and other investment adviser relationships.

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Location & Offices