NFI, LLC

NFI, LLC of SEVEN FIELDS, PA is an SEC-registered investment adviser (CRD 136742). Regulatory assets under management: $60.4M.

Registration

• CRD: 136742
• SEC file number: 801-64661
• Type: Registered investment adviser
• Location: 200 NORTHPOINTE CIRCLE, SEVEN FIELDS, PA, 16046
• Phone: 724-776-3999
• Latest filing: 2026-02-25
• Regulatory AUM: $60.4M
• Discretionary AUM: $60.4M
• Clients: 2
• Accounts: 327

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136742 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search