SEVEN GRAND MANAGERS LLC

66 Palmer Avenue
Suite 49c
Bronxville, New York 10708
Tel: 720-722-5804

About SEVEN GRAND MANAGERS LLC

SEVEN GRAND MANAGERS LLC, formally registered with the SEC as SEVEN GRAND MANAGERS LLC. The firm was established in 07/21/2022. They have over 1 offices throughout the country.

SEVEN GRAND MANAGERS LLC is a Bronxville, New York based Financial Planning firm with nearly $326,846,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310026
SEC#	801-126147
Assets Managed by Firm	$326,846,000
No. of Clients	6
No. of Advisors	7

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$326,846,000

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