Seven Mile Advisory LLC

Seven Mile Advisory LLC (CRD# 324114) is a financial advisory firm headquartered in Ewing, NJ. They manage $328,014,197 in 226 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
100 Charles Ewing Blvd, Suite 160, Ewing, NJ 08628
https://linkedin.com/company/seven-mile-advisory
By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $1,451,390
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NJ, NY, TX

Financial Advisors at Seven Mile Advisory LLC
Showing 1 - 3 of 3 top financial advisors.
1
Keith Feinberg, financial advisor Ewing NJ
Keith J. Feinberg
CRD#: 7394452
100 Charles Ewing Blvd, Suite 160, Ewing, NJ 08628

Keith Feinberg (CRD# 7394452) is an Investment Advisor Representative working at Seven Mile Advisory LLC in Ewing, NJ and has 1 year of experience in the finance industry.

2
Emily Herrup, financial advisor New York NY
Emily L. Herrup
CRD#: 6786590
New York, NY

Emily Herrup (CRD# 6786590) is an Investment Advisor Representative working at Seven Mile Advisory LLC in New York, NY and has over 5 years of experience in the finance industry.

3
Pamela Perskie, financial advisor Little Silver NJ
Pamela N. Perskie
CRD#: 4558661
Little Silver, NJ

Pamela Perskie (CRD# 4558661) is an Investment Advisor Representative working at Seven Mile Advisory LLC in Little Silver, NJ and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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