|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sevenbridge Financial Group LLC
✚
|
|
|---|---|
| CRD # | 281037 |
| SEC # | 801-106522 |
| CIK # | 0001673954 |
| AUM | $633.4 M (2025-04-29) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 717-775-8661 |
| Address | 3401 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001673954 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.0 | ||
| Microsoft Corp | 23.8 | ||
| Alphabet Inc | 14.7 | ||
| Amazon Com Inc | 14.4 | ||
| Nvidia Corp | 11.9 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Facebook Inc | 8.9 | ||
| Oracle Corp | 7.3 | ||
| Wal Mart Stores Inc | 7.2 | ||
| Johnson & Johnson | 6.7 | ||
| Exxon Mobil Corp | 6.5 | ||
| Cisco Systems Inc | 5.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 5.4 | ||
| Procter & Gamble Co | 5.2 | ||
| Uber Technologies Inc | 5.1 | ||
| PepsiCo Inc | 5.1 | ||
| Goldman Sachs Group Inc | 5.1 | ||
| VISA Inc | 4.9 | ||
| Hershey Co | 4.8 | ||
| Morgan Stanley | 4.8 | ||
| PNC Financial Services Group Inc | 4.6 | ||
| Lilly Eli & Co | 4.6 | ||
| Fidelity Wise Origin Bitcoin Fund | 4.5 | ||
| Bank of America Corp /DE/ | 4.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 124.9 |
| (b) Individuals (high net worth individuals) | 179 | 489.2 |
| (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 | 0.0 |
| (h) Charitable organizations | 0 | 9.6 |
| (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 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,166 | 633.4 |
| By Discretionary | ||
| Discretionary | 1,166 | 633.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,166 | 633.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 631.2 | |
| Total | 1,166 | 633.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001673954] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IAM Advisory LLC
✚
|
PA | 0.6 |
|
TAP Consulting LLC
✚
|
MO | 0.6 |
|
Paragon Capital Management LLC
✚
|
KS | 0.6 |
|
Everest Consultants LLC
✚
|
NY | 0.6 |
|
Purkiss Capital Advisors LLC
✚
|
0.6 | |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 0.6 |
|
Great Hill Capital LLC
✚
|
0.6 | |
|
Rockline Wealth Management LLC
✚
|
NY | 0.6 |
|
Mason & Associates Inc
✚
|
CA | 0.6 |