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SEVENBRIDGE FINANCIAL GROUP, LLC

CRD 281037 · SEC 801-106522

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3401 NORTH FRONT STREET, SUITE 301, HARRISBURG, PA, 17110, United States

Phone

(717) 775-8661

Fax

(717) 775-8658

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$731.1M

Discretionary AUM

$731.1M

Team

6 total employees; 3 advisory reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals262$143.0M
High net worth individuals139$557.2M

States served

CO, MD, NJ, NY, NC, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD