Sfi Advisors, LLC
● SEC registered since 2017CRD 287929SEC# 801-110293Montclair, NJ
Reg. AUM
$176M
Employees
12
Accounts
336
Location
Montclair, NJ
Sfi Advisors, LLC assets under management
Sfi Advisors, LLC is an investment advisory firm registered with the SEC based in Montclair, NJ. The firm has been registered since 2017. It reports $176 million in regulatory assets under management and employs 12 people.
Sfi Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Henry Sampers Control | Managing Member/Chief Compliance Officer | 50-75% | 2009 |
Frequently asked questions
How much does Sfi Advisors, LLC manage?
Sfi Advisors, LLC reports $176 million in regulatory assets under management on its Form ADV.
How many employees does Sfi Advisors, LLC have?
Sfi Advisors, LLC reports 12 employees.
Where is Sfi Advisors, LLC located?
Sfi Advisors, LLC is based in Montclair, NJ and has been SEC-registered since 2017.
Does Sfi Advisors, LLC disclose fund performance?
Sfi Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 79 Midland Ave., Montclair, NJ 07042 |
| Phone | 973-744-1014 |
| Fax | 973-744-3410 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176M▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$176Mregulatory AUM
Discretionary $176M