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SEVEN MILE ADVISORY LLC

CRD 324114 · SEC 801-127330

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1201 HAYS STREET, TALLAHASSEE, FL, 32301-2525, United States

Phone

212-365-5562

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$416.8M

Discretionary AUM

$416.8M

Team

4 total employees; 4 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees; CONSULTING

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals36$416.8M

States served

CA, CO, MA, NJ, NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD