SEVENBRIDGE FINANCIAL GROUP, LLC

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

About SEVENBRIDGE FINANCIAL GROUP, LLC

SEVENBRIDGE FINANCIAL GROUP, LLC, formally registered with the SEC as SEVENBRIDGE FINANCIAL GROUP, LLC. The firm was established in 08/24/2015. They have over 2 offices throughout the country.

SEVENBRIDGE FINANCIAL GROUP, LLC is a Harrisburg, Pennsylvania based Financial Planning firm with nearly $552,209,000 assets under management, offering retirement planning & investment advisory services to 1049 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281037
SEC#	801-106522
Assets Managed by Firm	$552,209,000
No. of Clients	1049
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1049	$552,209,000
Individuals (other than high net worth individuals)	276	$94,100,000
High net worth individuals	111	$410,380,000
Pension and profit sharing plans	Fewer than 5 clients	$8,400,000
Charitable organizations	5	$30,740,000
Corporations or other businesses	Fewer than 5 clients	$8,589,000

More Retirement Planning firms in Harrisburg, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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