NFI, LLC

SEVEN FIELDS, Pennsylvania·1 registered advisor·CRD# 136742
SEC# 801-64661724-776-3999
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 PlanningInvestment ManagementWealth Management
04

Advisors at NFI, LLC

1 registered advisor
Daniel Fredric Rea
SEVEN FIELDS, Pennsylvania
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.