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Building 2SEVEN HILLS FINANCIAL, LLC

Map pinTALLAHASSEE, FL
Phone850-219-6699
NotebookSEC #801-129414
Total AUM
$280.9M
Employees
5
Clients
382

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 EAST 6TH AVENUE
TALLAHASSEE
FL 32303
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
850-219-6699

ReceiptFinancials

Total AUM
$280.9M
Accounts
895
Discretionary
$280.9M
Accounts
895
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
310
AUM
$108.2M
HNW Individual Clients
71
AUM
$172.3M
Charitable Organization Clients
1
AUM
$368.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANCNHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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