7 North Finance Global Services Corp. is a large advisory firm based in Miami. It manages $260.44 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018.
7 North Finance Global Services Corp provides financial planning services, 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 Finance Global Services Corp. is $260.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -8% since the beginning of its operation, and $260.44 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay 7 North Finance Global Services Corp. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Juan Andres Althabe is corporations or other businesses with 5 clients and $260.44 million of assets under management. Among the 6 most similar advisory firms, 7 North Finance Global Services Corp has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $260.44 million for 5 clients. 100% of the firm’s clients are foreign persons or businesses.
7 North Finance Global Services Corp doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where 7 North Finance Global Services Corp. performs its advisory services is located at 180 Ne 29 St, Miami, FL 33137, 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.