SEVENBRIDGE FINANCIAL GROUP, LLC
CRD #281037 SEC #801-106522 HARRISBURG, PA (717) 775-8661
SEC Registered
Total AUM
$633.4M
Discretionary
$633.4M
Employees
5
Clients
251
Accounts
1,166
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $633.4M | $633.4M | $0 | 5 | 0 |
| Mar 2025 | $633.4M | $633.4M | $0 | 5 | 0 |
| Feb 2025 | $552.2M | $552.2M | $0 | 6 | 0 |
| Oct 2024 | $552.2M | $552.2M | $0 | 6 | 0 |
| Jul 2024 | $552.2M | $552.2M | $0 | 6 | 0 |
| Jul 2024 | $552.2M | $552.2M | $0 | 6 | 0 |
| Feb 2024 | $552.2M | $552.2M | $0 | 6 | 0 |
| Jul 2023 | $444.2M | $444.2M | $0 | 5 | 0 |
| Mar 2023 | $444.2M | $444.2M | $0 | 5 | 0 |
| Feb 2023 | $444.2M | $444.2M | $0 | 5 | 0 |
| Mar 2022 | $475M | $475M | $0 | 5 | 0 |
| Mar 2022 | $475M | $475M | $0 | 5 | 0 |
| Feb 2022 | $475M | $475M | $0 | 5 | 0 |
| Oct 2021 | $378.3M | $378.3M | $0 | 7 | 0 |
| Oct 2021 | $378.3M | $378.3M | $0 | 7 | 0 |
| Sep 2021 | $378.3M | $378.3M | $0 | 7 | 0 |
| Feb 2021 | $378.3M | $378.3M | $0 | 7 | 0 |
| Jun 2020 | $320M | $320M | $0 | 7 | 0 |
| Feb 2020 | $320M | $320M | $0 | 7 | 0 |
| Jul 2019 | $256.4M | $256.4M | $0 | 6 | 0 |
| Jul 2019 | $256.4M | $256.4M | $0 | 6 | 0 |
| Jun 2019 | $256.4M | $256.4M | $0 | 6 | 0 |
| Mar 2019 | $256.4M | $256.4M | $0 | 5 | 0 |
| Oct 2018 | $257.2M | $257.2M | $0 | 4 | 0 |
| Aug 2018 | $257.2M | $257.2M | $0 | 4 | 0 |
| Aug 2018 | $257.2M | $257.2M | $0 | 4 | 0 |
| Jul 2018 | $257.2M | $257.2M | $0 | 4 | 0 |
| Jan 2018 | $257.2M | $257.2M | $0 | 4 | 0 |
| Aug 2017 | $211.7M | $211.7M | $0 | 4 | 300 |
| Mar 2017 | $211.7M | $211.7M | $0 | 4 | 300 |
| Feb 2017 | $211.7M | $211.7M | $0 | 4 | 300 |
| Jul 2016 | $208.5M | $208.5M | $0 | 4 | 300 |
| May 2016 | $208.5M | $208.5M | $0 | 4 | 300 |
| Apr 2016 | $208.5M | $208.5M | $0 | 5 | 300 |
| Mar 2016 | $187.6M | $187.6M | $0 | 5 | 300 |
| Dec 2015 | $190M | $190M | $0 | 3 | 300 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
| Aug 2015 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$633.4M
Discretionary$633.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$633.4M
Discretionary$633.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$552.2M
Discretionary$552.2M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$552.2M
Discretionary$552.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$552.2M
Discretionary$552.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$552.2M
Discretionary$552.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$552.2M
Discretionary$552.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$444.2M
Discretionary$444.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$475M
Discretionary$475M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$378.3M
Discretionary$378.3M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$378.3M
Discretionary$378.3M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$378.3M
Discretionary$378.3M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$378.3M
Discretionary$378.3M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$320M
Discretionary$320M
Non-Disc.$0
Employees7
Clients0
DateJul 2019
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$256.4M
Discretionary$256.4M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2018
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$257.2M
Discretionary$257.2M
Non-Disc.$0
Employees4
Clients0
DateAug 2017
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees4
Clients300
DateMar 2017
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees4
Clients300
DateFeb 2017
Total AUM$211.7M
Discretionary$211.7M
Non-Disc.$0
Employees4
Clients300
DateJul 2016
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees4
Clients300
DateMay 2016
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees4
Clients300
DateApr 2016
Total AUM$208.5M
Discretionary$208.5M
Non-Disc.$0
Employees5
Clients300
DateMar 2016
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees5
Clients300
DateDec 2015
Total AUM$190M
Discretionary$190M
Non-Disc.$0
Employees3
Clients300
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0