Top financial advisors in Ewing, NJ
We’ve curated a list of the best financial advisors in Ewing, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$310,565,829
Number of advisors
4 advisors
| $310,565,829 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ewing, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ewing. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Seven Mile Advisory LLC
Seven Mile Advisory LLC is a privately owned investment advisory firm based in Ewing, New Jersey, established in 2021 by Pamela Perskie and Joseph Perskie. The firm specializes in discretionary investment management, investment advisory services, and consulting services, managing approximately $382 million in assets under management (AUM) and advising on approximately $1.54 billion in combined assets under management and advisement for around 33 relationships. Seven Mile Advisory offers tailored investment strategies based on clients' needs, goals, and risk tolerance, utilizing various investment types such as equity securities, fixed income securities, alternatives, mutual funds, and independent investment managers. Clients can engage the firm for financial planning, performance reporting, retirement planning, education planning, wealth transfer, tax planning, insurance planning, charitable planning, and business and personal financial planning. The fee structure includes a percentage of assets under management up to 0.85% annually or a fixed flat fee with an annual inflation adjuster of 3%. The firm acts in a discretionary capacity, allowing for trades without client pre-approval, and does not charge performance-based fees. Clients receive account reviews at least annually and have the option to receive reviews more frequently. Seven Mile Advisory does not vote proxies for client securities or file proofs of claim for class action lawsuits. The firm does not prepay fees exceeding $1,200 per client six months in advance and has a sound financial condition.
$310,565,829 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ewing, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ewing. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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