What departments does SFI Advisors have?

SFI Advisors has employees across 1 departments including Real Estate.

What is the largest department at SFI Advisors?

The largest department at SFI Advisors is Real Estate with 1 employees.

Where are SFI Advisors employees located globally?

SFI Advisors has employees across 1 continents and 1 countries including United States Of America.

How has SFI Advisors's team size changed over time?

SFI Advisors's team has decreased from approximately 12 to 8 employees based on available data.

SFI Advisors Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

SFI Advisors operates in the financial services sector, offering services aimed at helping families, individuals, and corporate clients organize, grow, and protect their assets. Its approach includes personalized planning, investment management, and insurance services for individuals and families, as well as tailored corporate planning, employee and executive benefits, retirement plan management, and business succession services for corporate clients. The firm is based in Montclair, New Jersey, and serves a small team, with its activities conducted through registered investment advisor structures and affiliated securities offerings. A notable recent development is its investment into a stake in the Flaherty & Crumrine Preferred Securities Income Fund, indicating engagement with diversified asset management strategies. The organization adheres to standard compliance disclosures typical of the wealth management industry and directs clients to broker-check resources for professional background verification.

SFI Advisors Global Highlights

North America
14

United States Of America
14

SFI Advisors's Leadership

S. L. V.
Senior Vice President
Mobile Phone
Email
J. R.
Property Manager
Mobile Phone
Email
N. H.
Lead Strategist
Mobile Phone
Email

SFI Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from SFI Advisors

Name

Title

Contact

Location

Last Update

S. L. V.
Senior Vice President
Mobile Phone
Email
Oct 17, 2024
J. R.
Property Manager
Mobile Phone
Email
Oct 17, 2024
N. H.
Lead Strategist
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is SFI Advisors known for?

SFI Advisors was founded in 1968 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-256-437-****

. Explore SFI Advisors's company overview page for more information.

What is SFI Advisors's most common email format?

SFI Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more SFI Advisors email formats with LeadIQ.

How many employees does SFI Advisors have currently?

SFI Advisors has approximately 9 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are SFI Advisors's key employees and leadership?

As of August 2026, SFI Advisors's key employees include:

Senior Vice President: S. L. V.
Property Manager: J. R.
Lead Strategist: N. H.

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SFI Advisors Employee Directory

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