RIA Intel›Advisers›Pennsylvania›SEVENBRIDGE FINANCIAL GROUP, LLC

SEVENBRIDGE FINANCIAL GROUP, LLC

Advisory

N·HARRISBURG, PA

Data as of Feb 26, 2026 · Source: SEC Form ADV

Total AUM
$731M
1-Year AUM Growth
+24.3%
3-Year CAGR
+13.5%
Employees
3
Assets Under Management
Total AUM$731M
Discretionary AUM$731M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients515
Team
Total Employees3
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record35
First FilingAug 4, 2015
Latest FilingFeb 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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