SECFI ADVISORY LIMITED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $225.9M |
| Discretionary | $175.6M78% of AUM |
| Non-Discretionary | $50.3M |
| Client Accounts | 55 |
| Avg Account Size | $4.1M |
| Employees | 15 |
| Peak AUM | $225.9MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $226M | +29.8% | +32.4% | +30.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $225.9M |
| Discretionary | $175.6M |
| Employees | 15 |
| Client Accounts | 55 |
| Client Range | 1-10 |
Contact & Location
Address
25 BROADWAY
NEW YORK NY 10004
Phone
(707) 652-9961
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$176M
77.8% of AUM
Non-Discretionary
$50M
22.2% of AUM
Disc. mix ▲ 6.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
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