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SEVENBRIDGE FINANCIAL GROUP, LLC

Tel: (717) 775-8661
3401 North Front Street
Suite 301
Harrisburg, Pennsylvania  17110

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SEVENBRIDGE FINANCIAL GROUP, LLC

SEVENBRIDGE FINANCIAL GROUP, LLC is a Harrisburg, Pennsylvania based financial advisory firm with nearly $552,209,000 in assets under management and provides investment advisory services for 1049 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

281037

SEC#:

801-106522

No. of Clients:

1049

Assets under Management

$552,209,000

No. of Advisors:

6

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