SFI ADVISORS, LLC
Firm details
- Headquarters
- MONTCLAIR, New Jersey
- CRD number
- 287929
- Registered since
- April 11, 2017
- Website
- sfiadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI53.41%
- Individuals46.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
SFI Advisors, LLC is an independent RIA organized as an LLC and registered with the SEC since 2017. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model combines a percentage-of-AUM component with fixed fees. SFI does not identify as an active ESG investor and is not structured as a multi-state adviser; it lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds4%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1Andrea Zilli
Chief Investment OfficerCRD 5180329
Contacts
3 of 3JOHN SAMPERS
Managing Director and Financial AdvisorCRD 2439443
PETER GOODMAN
DirectorCRD 1826165
JOEL SCHREIBER
Director, Financial PlanningCRD 4467640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$119M in ETFs
89%
$106M
2%
$13.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VARIANT PERCEPTION CYCLE AWARE US EQUITY ETF (VPX) | $7.4M | 308,845 | 6.26% |
Location
MONTCLAIR, NJ
ESSEX
Location
MONTCLAIR, NJ
Headquartered in MONTCLAIR, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ESSEX
- Address
- 79 Midland Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BAUTIS FINANCIAL, LLC
RIAMONTCLAIR, NJ
TALARA CAPITAL MANAGEMENT, LLC
RIAMONTCLAIR, NJ
CHERRYDALE WEALTH MANAGEMENT, LLC
RIAMONTCLAIR, NJ
RMR WEALTH BUILDERS, INC.
RIAMONTCLAIR, NJ
PHILADELPHIA INVESTMENT PARTNERS, LLC
RIAVOORHEES, NJ
THE PILLAR STRATEGIES
RIAFLEMINGTON, NJ