NFI, LLC
CRD #136742 SEC #801-64661 SEVEN FIELDS, PA 724-776-3999
SEC Registered Disclosures
Total AUM
$25.5M
Discretionary
$25.5M
Employees
1
Clients
26
Accounts
634
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $25.5M | $25.5M | $0 | 1 | 200 |
| May 2012 | $25.5M | $25.5M | $0 | 1 | 200 |
| Mar 2012 | $25.5M | $25.5M | $0 | 1 | 200 |
| Mar 2011 | $29M | $29M | $0 | 5 | -- |
| Mar 2010 | $28M | $28M | $0 | 5 | -- |
| Jan 2009 | $26M | $26M | $0 | 5 | -- |
| Oct 2007 | $36.3M | $36.3M | $0 | 5 | -- |
| Sep 2007 | $46.1M | $46.1M | $0 | 5 | -- |
| Jan 2007 | $46.1M | $46.1M | $0 | 5 | -- |
| Feb 2006 | $47.3M | $47.3M | $0 | 5 | -- |
| Dec 2005 | $43.3M | $43.3M | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
| Oct 2005 | $0 | $0 | $0 | 5 | -- |
DateJun 2012
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$25.5M
Discretionary$25.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--
DateJan 2009
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$36.3M
Discretionary$36.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$46.1M
Discretionary$46.1M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--