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SEVEN HILLS FINANCIAL, LLC
SEVEN HILLS FINANCIAL, LLC
TALLAHASSEE, Florida
·
3 registered advisors
·
CRD# 143190
SEC# 801-129414
0
850-219-6699
01
Firm Overview
AUM
$107M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Other: THIRD-PARTY MANAGERS
03
Specialties
Financial Planning
Investment Management
04
Advisors at SEVEN HILLS FINANCIAL, LLC
3 registered advisors
Donald Ashley Butcher
TALLAHASSEE, Florida
CRD# 5025170
Hanna Price Molta
TALLAHASSEE, Florida
CRD# 6945636
Jeffrey Adams Johnson
TALLAHASSEE, Florida
CRD# 2813334
05
Office Locations
TALLAHASSEE, Florida
3 advisors
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Data sourced from SEC Form ADV filings. SEVEN HILLS FINANCIAL, LLC (CRD# 143190) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.