7 North Global Services Corp. is a large advisory firm based in Miami. It manages $1.23 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2015.
7 North Global Services Corp provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 7 North Global Services Corp. is $1.23 billion. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay 7 North Global Services Corp. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Marina Marti joined the executive team most recently as the Chief Compliance Officer.
The principal office where 7 North Global Services Corp. performs its advisory services is located at 150 Se 2 Nd Ave, Miami, FL 33131, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 917-244-4028 or by fax 212-634-6305. The normal business hours are 8:30am-6:00pm on Monday - Friday.