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CRD#: 333073
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for SEVENPOINT PARTNERS LLC Comes From
Understanding the Statistics for SEVENPOINT PARTNERS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
60 River Road, Summit, NJ 07901
Mailing Address
60 River Road, Summit, NJ 07901
Firm Size
Small
Phone Number
(301) 520-7549
Established
Delaware since 03/26/2025
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SEVENPOINT PARTNERS LLC
RS
Ronald Mark Swicegood
RR
CRD#: 6926780
Location:
Summit, NJ 07901
Company:
SEVENPOINT PARTNERS LLC
Disclosures:
Experience:
7 years
MT
Matthew Adam Thornton
RR
CRD#: 4239263
Location:
Summit, NJ 07901
Company:
SEVENPOINT PARTNERS LLC
Disclosures:
Experience:
25 years
EZ
Eric N Zoller
RR
CRD#: 4795542
Location:
Summit, NJ 07901
Company:
SEVENPOINT PARTNERS LLC
Disclosures:
Experience:
21 years
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