Sfi Advisors, LLC
Sfi Advisors, LLC is an SEC-registered mass-market adviser in Montclair, NJ with $176.0M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Sfi Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287929, SEC 801-110293, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $176.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Montclair, NJ
- Employees
- 12
- Clients
- 304
- CRD
- 287929
- Ownership
- SAMPERS, JOHN, HENRY; GOODMAN, PETER, ELLIOTT; SAMPERS, CHRISTOPHER, ROBERT
How much AUM does Sfi Advisors, LLC have?
Sfi Advisors, LLC reported $176.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Sfi Advisors, LLC?
Disclosed owners and executives of Sfi Advisors, LLC include SAMPERS, JOHN, HENRY, GOODMAN, PETER, ELLIOTT, SAMPERS, CHRISTOPHER, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.