Nfi, LLC

Nfi, LLC (CRD# 136742) is a financial advisory firm headquartered in Seven Fields, PA. They manage $47,006,989 in 138 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
200 Northpointe Circle, Suite 202, Seven Fields, PA 16046
http://www.nfillc.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $340,630
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, PA, TX

Financial Advisors at Nfi, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Daniel Rea, financial advisor Seven Fields PA
Daniel F. Rea
CRD#: 2442234
200 Northpointe Circle, Suite 202, Seven Fields, PA 16046

Daniel Rea (CRD# 2442234) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 30 years of experience in the finance industry.

2
Debra Rea, financial advisor Seven Fields PA
Debra L. Rea
CRD#: 4381946
200 Northpointe Circle, Suite 202, Seven Fields, PA 16046

Debra Rea (CRD# 4381946) is an Investment Advisor Representative working at Nfi, LLC in Seven Fields, PA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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