SFI ADVISORS, LLC
CRD #287929 SEC #801-110293 MONTCLAIR, NJ 973-744-1014
SEC Registered
Total AUM
$173M
Discretionary
$173M
Employees
12
Clients
51
Accounts
301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $173M | $173M | $0 | 12 | 0 |
| Mar 2024 | $239M | $142M | $97M | 10 | 0 |
| Mar 2023 | $197M | $117M | $80M | 10 | 0 |
| Mar 2022 | $220.2M | $127M | $93.2M | 13 | 5 |
| May 2021 | $220M | $220M | $0 | 10 | 0 |
| Mar 2021 | $220M | $220M | $0 | 10 | 0 |
| Nov 2020 | $172M | $172M | $0 | 8 | 0 |
| Jun 2020 | $172M | $172M | $0 | 8 | 0 |
| Mar 2020 | $172M | $172M | $0 | 8 | 0 |
| Mar 2019 | $142.4M | $142.4M | $0 | 8 | 0 |
| Nov 2018 | $135M | $76M | $59M | 8 | 0 |
| Jun 2018 | $135M | $76M | $59M | 8 | 0 |
| Oct 2017 | $105M | $62M | $43M | 8 | 0 |
| Aug 2017 | $105M | $62M | $43M | 8 | 26 |
| Apr 2017 | $0 | $0 | $0 | 8 | 0 |
| Mar 2017 | $0 | $0 | $0 | 8 | 0 |
DateMar 2025
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees12
Clients0
DateMar 2024
Total AUM$239M
Discretionary$142M
Non-Disc.$97M
Employees10
Clients0
DateMar 2023
Total AUM$197M
Discretionary$117M
Non-Disc.$80M
Employees10
Clients0
DateMar 2022
Total AUM$220.2M
Discretionary$127M
Non-Disc.$93.2M
Employees13
Clients5
DateMay 2021
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees10
Clients0
DateNov 2020
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$142.4M
Discretionary$142.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2018
Total AUM$135M
Discretionary$76M
Non-Disc.$59M
Employees8
Clients0
DateJun 2018
Total AUM$135M
Discretionary$76M
Non-Disc.$59M
Employees8
Clients0
DateOct 2017
Total AUM$105M
Discretionary$62M
Non-Disc.$43M
Employees8
Clients0
DateAug 2017
Total AUM$105M
Discretionary$62M
Non-Disc.$43M
Employees8
Clients26
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0