Investment adviser · CRD 136742

NFI, LLC

Investment adviser filing (IA)

SEVEN FIELDS, PA, United States · Form ADV filed Jun 13, 2012

Regulatory AUM
$25.5M
Form ADV · Item 5.F
Client accounts
634
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

200 NORTHPOINT CIRCLE, SUITE 202
SEVEN FIELDS, PA, 16046, United States

CRD 136742

Filing source

Form ADV 652589 · Jun 13, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.