Sevenbridge Financial Group, LLC is a large advisory firm based in Harrisburg. It manages $256.4 million of regulatory assets for 1,022 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Colorado, Florida, Maryland, and 4 other states.
Sevenbridge Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sevenbridge Financial Group, LLC is $256.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sevenbridge Financial Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Sevenbridge Financial Group is high net worth individuals with 86 clients and $174 million of assets under management. Among the 12 most similar advisory firms, Sevenbridge Financial Group has the 5th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $256.4 million for 318 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Sevenbridge Financial Group doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Sevenbridge Financial Group, LLC performs its advisory services is located at 3401 North Front Street, Harrisburg, PA 17110, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (717) 775-8662. The normal business hours are 8:15am - 5:00pm on Monday - Friday.