Nfi Advisors, Inc is an adviser based in Novi. It manages $49.42 million of regulatory assets for 371 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and Michigan.
Nfi Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Nfi Advisors, Inc is $49.42 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Nfi Advisors, Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Phillip Norris has been acting as President since 1 Jan 2004. Scott Sitner joined the executive team most recently as the Compliance Officer.
The principal office where Nfi Advisors, Inc performs its advisory services is located at 39475 W. 13 Mile Rd., Novi, MI 48377 2359, which is also the mailing address of the firm. An additional office of the firm is in Milford, MI. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-972-0371 or by fax 248-553-8822. The normal business hours are 9a.m - 5p.m. on Monday - Friday.