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NFI, LLC
NFI, LLC
SEVEN FIELDS, Pennsylvania
·
1 registered advisor
·
CRD# 136742
SEC# 801-64661
724-776-3999
01
Firm Overview
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NFI, LLC
1 registered advisor
Daniel Fredric Rea
SEVEN FIELDS, Pennsylvania
CRD# 2442234
05
Office Locations
SEVEN FIELDS, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. NFI, LLC (CRD# 136742) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.