A new independent, registered investment adviser firm recently opened in Susquehanna Township and already has $250 million in client assets.
Managing partners Charles R. Eberly Jr.and Lawrence J. DeFluri registered SevenBridge Financial Group LLC on Aug. 24, according to a filing with the Securities and Exchange Commission.
The two managing partners left Wells Fargo Advisors to start their own company and brought $250 million worth of client assets with them, according to a news release.
The pair had been at Wells Fargo Advisors for 16 years. They also brought an adviser and a director of client resources from Wells Fargo to start their company.
SevenBridge has partnered with New York City-based wealth management platform company Dynasty Financial Partners to offer its products.
The company caters to high-net-worth clients and specializes in working with clients who receive income from natural-gas leases on their properties.