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SEVEN MILE ADVISORY LLC
100 Charles Ewing Blvd
Suite 160
Ewing, New Jersey 08628
Tel: 212-365-5562
About SEVEN MILE ADVISORY LLC
SEVEN MILE ADVISORY LLC, formally registered with the SEC as SEVEN MILE ADVISORY LLC. The firm was established in 02/13/2023. They have over 4 offices throughout the country.
SEVEN MILE ADVISORY LLC is a Ewing, New Jersey based Financial Planning firm with nearly $328,014,197 assets under management, offering retirement planning & investment advisory services to 226 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324114 |
| SEC# | 801-127330 |
| Assets Managed by Firm | $328,014,197 |
| No. of Clients | 226 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 226 | $328,014,197 |
| High net worth individuals | 226 | $328,014,197 |
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