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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2005
- Office Locations
- 1
Office Locations
About NFI, LLC
NFI, LLC is a Seven Fields-based RIA. The firm has been operating for 20 years. Managing $60.4M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 1, 2011 and May 7, 2012, reported AUM decreased 12.4%, from $29.0M to $25.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 134 clients, or 67 clients per representative. That equates to $450.6K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on February 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DANIEL FREDRIC REA
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2442234
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DEBRA LYNN REA
Financial Advisor
- CRD
- #4381946
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,380,066 | $40,150 |
| Non-Discretionary | $0 | -- |
| Total | $60,380,066 | $40,150 |
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Separately Managed Accounts
SMA allocation detail is available
NFI, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.