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Controller · Advisifi LLC

Ali Holmes

CRD 7999732 · Named on Form ADV at one SEC-registered adviser

At a glance

Advisifi LLC, an SEC-registered asset manager based in St Petersburg, FL with $2 million in regulatory assets, lists Ali Holmes on its Form ADV as Controller.

Firms and roles

  • Advisifi LLCControllerAsset manager · St Petersburg, FL · $2M in regulatory assets

AtlasMembers

Ali’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ali’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.