Sevenbridge Financial Group, LLC

RIASEC Registered

Total AUM

$731M

Discretionary

$731M

100% of AUM

Avg account

$655K

Accounts

1,116

Employees

Advisory reps

Firm details

Headquarters: Harrisburg, Pennsylvania
CRD number: 281037
Registered since: August 24, 2015
Website: sevenbridgefinancial.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI76.22%
Individuals19.56%
Corporations / Businesses1.56%
Charitable Organizations1.47%
Pension & Profit Sharing Plans1.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sevenbridge Financial Group, LLC is an independent registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (registered in 2015) and identifies itself as a capital allocator, offering a mix of fee models that include percentage-of-AUM and fixed fees. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. The firm emphasizes equity-oriented strategies and uses third-party managers where appropriate. Sevenbridge does not describe itself as an active ESG investor. Its operating structure is a limited liability company owned by a combination of a domestic entity and an individual.