Sevensuede Investment Advisor
Firm details
- Headquarters
- ,
- CRD number
- 298115
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals66.67%
- HNWI33.33%
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Sevensuede Investment Advisor operates as a limited liability company, focusing primarily on individual and family clients. The firm engages in selecting other advisers, indicating a strategy that involves collaborating with external investment managers to optimize client portfolios. While the firm is not classified as an ESG investor, it does allocate capital to various investment avenues, including mutual funds. Sevensuede Investment Advisor is structured to charge fees based on a percentage of assets under management, along with other fee structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds20%
Contacts
3 of 3
Derek Hargrove
Loan OfficerCRD 8252833
Trennon Udall
Administrative ManagerCRD 7492056
Katelyn Sirrine
PresidentCRD 6988253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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