SFI Advisors, LLC
Firm details
- Headquarters
- Montclair, New Jersey
- CRD number
- 287929
- Registered since
- April 11, 2017
- Website
- sfiadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.41%
- Individuals46.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SFI Advisors, LLC is an independent RIA organized as an LLC that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is registered with the SEC (registered in 2017) and is owned by an individual. Its client base is composed primarily of individuals and families, and it charges both AUM fees and fixed fees. SFI lists an insurance company affiliation among its industry relationships and does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$145M in ETFs
85%
$124M
4%
$21.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VARIANT PERCEPTION CYCLE AWARE US EQUITY ETF (VPX) | $10M | 322,705 | 6.90% |
Location
Montclair, NJ
Essex
Location
Montclair, NJ
Headquartered in Montclair, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Essex
- Address
- 79 Midland Ave
- Time zone
- ET (UTC-5)
- Office locations
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