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NFI, LLC

Headquartered in SEVEN FIELDS, PA

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Firm Information

NFI, LLC is an investment advisor with 2 investment advisor representatives and 1 licensed agent. The firm manages approximately $47 million in assets for 138 clients. NFI, LLC offers financial planning and portfolio management services for individuals and businesses. Their client base primarily consists of individuals, both high-net-worth and those not considered high-net-worth.

NFI, LLC

$47.01M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Minimum annual fee: $150

Branch Locations (1)

NFI, LLC has a total of 1 branch locations across the country.
location

SEVEN FIELDS, PA

Advisors at NFI, LLC

View All 2 Advisors
Unclaimed
Debra Lynn Rea

RA

SEVEN FIELDS, PA

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Unclaimed
Daniel Fredric Rea

CFP®, RA

SEVEN FIELDS, PA

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Disclosures

There are no public disclosures for NFI, LLC.

Frequently Asked Questions (7)

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