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Building 2SEVENBRIDGE FINANCIAL GROUP, LLC

Map pinHARRISBURG, PA
Phone(717) 775-8661
NotebookSEC #801-106522
Total AUM
$731.1M
Employees
6
Clients
404

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 NORTH FRONT STREET
SUITE 301
HARRISBURG
PA 17110
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
(717) 775-8661
Other Offices
1

ReceiptFinancials

Total AUM
$731.1M
Accounts
1,116
Discretionary
$731.1M
Accounts
1,116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
262
AUM
$143M
HNW Individual Clients
139
AUM
$557.2M
Pension/Profit Sharing Plan Clients
1
AUM
$8.6M
Charitable Organization Clients
1
AUM
$10.8M
Corporation or Business Clients
1
AUM
$11.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMDNCNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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