SevenBridge Financial is an investment advisor in Harrisburg with $475.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474901944
SEC advisor number
801-106522
FINRA CRD number
281037
AUM ?
$552.21 mm
(as of 20 Feb 24)
Accounts
1,049
(as of 20 Feb 24)
Employees
6
(3 investment advisory or research)
Address
SevenBridge Financial
3401 NORTH FRONT STREET
SUITE 301
HARRISBURG
PA 17110
3401 NORTH FRONT STREET
SUITE 301
HARRISBURG
PA 17110
Phone
717-775-8662
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
15 Apr 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
20 Jan 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22