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Advisifi LLC

● SEC registered since 2024CRD 332477SEC# 801-130953St Petersburg, FL
Export (members)
Reg. AUM
$1.8M
Employees
4
Accounts
145
Location
St Petersburg, FL

Advisifi LLC assets under management

Advisifi LLC is an investment advisory firm registered with the SEC based in St Petersburg, FL. The firm has been registered since 2024. It reports $1.8 million in regulatory assets under management and employs 4 people.

Advisifi LLC owners & executives

5 reported
NameTitleOwnershipSince
Ali HolmesControllerUnder 5%2024
Craig Wylie PinkstonSr Director Compliance And Risk ManagementUnder 5%2025
Deanna Marie-Cantrell Collier ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Advisifi LLC manage?

Advisifi LLC reports $1.8 million in regulatory assets under management on its Form ADV.

How many employees does Advisifi LLC have?

Advisifi LLC reports 4 employees.

Where is Advisifi LLC located?

Advisifi LLC is based in St Petersburg, FL and has been SEC-registered since 2024.

Does Advisifi LLC disclose fund performance?

Advisifi LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address136 4th Street North, Suite 201, St Petersburg, FL 33701
Phone888 983-2897
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.6M
Non-discretionary$186K
Total (RAUM)$1.8M