22 Seven Wealth Management Inc.
22 Seven Wealth Management Inc. (CRD# 292402) is a financial advisory firm headquartered in Panama City, FL. They manage $19,000,000 in 142 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
22 Seven Wealth Management Inc.
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$133,803
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at 22 Seven Wealth Management Inc.
1
Michael Grant (CRD# 4468407) is an Investment Advisor Representative working at 22 Seven Wealth Management Inc. in Panama City, FL and has over 17 years of experience in the finance industry.
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