Overview
Assets Under Management: $328 million
Headquarters: EWING, NJ
High-Net-Worth Clients: 22
Average Client Assets: $17 million
Frequently Asked Questions
SEVEN MILE ADVISORY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324114), SEVEN MILE ADVISORY LLC is subject to fiduciary duty under federal law.
SEVEN MILE ADVISORY LLC is headquartered in EWING, NJ.
SEVEN MILE ADVISORY LLC serves 22 high-net-worth clients according to their SEC filing dated November 07, 2024. View client details ↓
According to their SEC Form ADV, SEVEN MILE ADVISORY LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SEVEN MILE ADVISORY LLC manages $328 million in client assets according to their SEC filing dated November 07, 2024.
According to their SEC Form ADV, SEVEN MILE ADVISORY LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $17 million
Total Client Accounts: 226
Discretionary Accounts: 226
Regulatory Filings
CRD Number: 324114
Last Filing Date: 2024-11-07 00:00:00
Website: https://tru-ind.com