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| Sevenbridge Financial Group LLC
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|---|---|
| CRD # | 281037 |
| SEC # | 801-106522 |
| CIK # | 0001673954 |
| AUM | 731.1 M (2026-02-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 717-775-8661 |
| Address | 3401 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 29.7 | ||
| Alphabet Inc | 26.3 | ||
| Microsoft Corp | 20.5 | ||
| Nvidia Corp | 18.6 | ||
| Amazon Com Inc | 17.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 13.3 | ||
| J P Morgan Chase & Co | 12.6 | ||
| Facebook Inc | 11.4 | ||
| Wal Mart Stores Inc | 10.1 | ||
| Caterpillar Inc | 10.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 143.0 |
| (b) Individuals (high net worth individuals) | 139 | 557.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.6 |
| (h) Charitable organizations | 0 | 10.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,116 | 731.1 |
| By Discretionary | ||
| Discretionary | 1,116 | 731.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,116 | 731.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 728.5 | |
| Total | 1,116 | 731.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001673954] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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