SevenBridge Financial Group

EST. AUM
$731,061,433

CONTACTS
4

CLIENT ACCOUNTS
1,116

Firm Details

Metro area Philadelphia
CRD Number 281037
Website sevenbridgefinancial.com
Client types

Overview

SevenBridge Financial Group is an independent, full-service Registered Investment Advisor dedicated to serving the varying and distinct needs of their clients: high-net-worth individuals and families, business owners, executives, professional firms, foundations and endowments, and those reaping the benefits from natural resource harvesting. By striving to understand their clients fully — their life plans as well as their financial objectives — the firm establishes the basis for building a comprehensive, long-term wealth strategy through fee-based financial planning and investment management services. The name “SevenBridge” is derived from the seven bridges that personify their historic city, reaffirming their pride at being a neighbor, friend, and trusted advisor. This new name also underscores their commitment to ensuring exceptional personal attention, premier planning, and top-tier service. They look forward to working with clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

SevenBridge Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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