ADVISIFI LLC
CRD #332477 SEC #801-130953 ST PETERSBURG, FL 888 983-2897
SEC Registered
Total AUM
$1.8M
Discretionary
$1.6M
Employees
4
Clients
--
Accounts
145
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.8M | $1.6M | $186.1K | 4 | 137 |
| May 2025 | $0 | $0 | $0 | 4 | 137 |
| Mar 2025 | $0 | $0 | $0 | 4 | 137 |
| Jan 2025 | $0 | $0 | $0 | 1 | 0 |
| Dec 2024 | $0 | $0 | $0 | 1 | 0 |
| Dec 2024 | $0 | $0 | $0 | 1 | 0 |
| Oct 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
DateJul 2025
Total AUM$1.8M
Discretionary$1.6M
Non-Disc.$186.1K
Employees4
Clients137
DateMay 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients137
DateMar 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients137
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0