Sevenbridge Financial Group, LLC
Sevenbridge Financial Group, LLC (CRD# 281037) is a financial advisory firm headquartered in Harrisburg, PA. They manage $257,190,000 in 642 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management257MILLION
Total Number of Accounts642ACCOUNTS
Average Account Value$400,607
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, NY, PA, TX
Charles Eberly (CRD# 2279144) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Harrisburg, PA and has over 25 years of experience in the finance industry.
Lawrence Defluri (CRD# 2788563) is an Investment Advisor Representative working at Sevenbridge Financial Group, LLC in Harrisburg, PA and has over 21 years of experience in the finance industry.