SEVEN HILLS FINANCIAL, LLC - Financial Advisor in Florida, Tallahassee

Tel: 850-219-6699 410 East 6th Avenue Tallahassee, Florida 32303

About SEVEN HILLS FINANCIAL, LLC

SEVEN HILLS FINANCIAL, LLC is a Tallahassee, Florida based financial advisory firm with nearly $149,105,232 in assets under management and provides investment advisory services for 594 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

143190

Firm SEC#:

801-129414

Assets Under Management:

$149,105,232

No. of Clients:

594

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Other (THIRD-PARTY MANAGERS)

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