77 Financial Group

Overview

77 Financial Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and combines investment advisory with ancillary services: it also operates as an insurance broker and provides accounting services. Advisory capabilities reported include financial planning, portfolio management for individuals, small businesses and institutional clients, pension consulting, and client education through newsletters and seminars. Fee arrangements span asset-based fees, subscription arrangements, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. It does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices