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Porscha Williams Savage

SEVENBRIDGE FINANCIAL GROUP, LLC·HARRISBURG, Pennsylvania
Unclaimed Profile
3401 NORTH FRONT STREET, HARRISBURG, PA 17110CRD# 6034090Firm CRD# 281037
01

About

Porscha Williams Savage is a registered financial advisor based in HARRISBURG, Pennsylvania, affiliated with SEVENBRIDGE FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SEVENBRIDGE FINANCIAL GROUP, LLC
SEVENBRIDGE FINANCIAL GROUP, LLC
AUM
$552M
Regulatory assets under management
Employees
6
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6034090
Firm CRD# 281037
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Porscha Williams Savage offer?
Porscha Williams Savage specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARRISBURG, Pennsylvania for a consultation.
What are Porscha Williams Savage's credentials?
Porscha Williams Savage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Porscha Williams Savage located?
Porscha Williams Savage is based in HARRISBURG, Pennsylvania, working with SEVENBRIDGE FINANCIAL GROUP, LLC. Their office serves clients in the HARRISBURG metropolitan area and surrounding communities.
How does Porscha Williams Savage charge for services?
Porscha Williams Savage's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEVENBRIDGE FINANCIAL GROUP, LLC?
SEVENBRIDGE FINANCIAL GROUP, LLC has approximately 6 employees and manages $552M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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