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Building 2SFI ADVISORS, LLC

Map pinMONTCLAIR, NJ
Phone973-744-1014
NotebookSEC #801-110293
Total AUM
$176M
Employees
12
Clients
304

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
79 MIDLAND AVE.
MONTCLAIR
NJ 07042
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
973-744-1014
Other Offices
1

ReceiptFinancials

Total AUM
$176M
Accounts
336
Discretionary
$176M
Accounts
336
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
272
AUM
$82M
HNW Individual Clients
32
AUM
$94M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING AND FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILLANHNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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