CRD: 136742
NFI, LLC
Seven Fields, PA, 16046
7247763999
$60.4M Total AUM
$60.4M Disc. AUM
-- 3Y CAGR
2 Employees
134 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-26-2005
- Office Locations
- 1
Office Locations
200 Northpointe Circle Suite 202 Seven Fields PA
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. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
57 AVG AGE
$30.2M AVG AUM / ADVISOR
$450.6K AVG AUM / CLIENT
20.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age
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Asset Classes
Fusion
Investment Themes
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Investment Vehicles
Catalyst
Services
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Owner & Executives
DANIEL FREDRIC REA
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2442234
- Ownership
- 75% or more
(915) 231-2783
bridge.north@meridiancapital.com
in linkedin.com/in/peak-frontier
Showing 1 of 1 owners & executives
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D
DEBRA LYNN REA
Financial Advisor
- CRD
- #4381946
(268) 792-4691
delta.ridge@catalystcapital.com
in linkedin.com/in/delta-alpha
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $60,380,066
Public Funds:
39.4% Cash:
14.8% Equity - Exchange:
37.5% Other:
8.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,548,013,440 | 39.4% |
| Cash | $581,487,282 | 14.8% |
| Equity - Exchange | $1,473,363,046 | 37.5% |
| Other | $326,104,354 | 8.3% |
| Total | $3,928,968,122 | 100.0% |