Difi Advisory

Overview

Difi Advisory is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and combines advisory services — financial planning and portfolio management for individuals and small businesses — with client education through periodic publications and workshops. Its fee model is flexible, using a mix of percentage-of-AUM, hourly fees and fixed fees. Difi Advisory identifies as an active ESG investor, indicating environmental, social or governance factors play a role in its selection process.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices