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SFI Advisors LLC

EST. AUM
$176,000,000

CONTACTS

CLIENT ACCOUNTS
336

Firm Details

Metro area North Jersey
CRD Number 287929
Website sfiadvisors.com
Client types

Overview

SFI Advisors is a registered investment adviser based in Montclair, New Jersey, providing financial planning, investment management, and insurance services to individuals, families, and corporate clients. The firm operates across two primary service segments: individuals and families, and corporate accounts. SFI is an independent advisory firm with securities offered through Private Client Services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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