7 NORTH FINANCE
· CRD 269956 · IAPD ↗ · 646-583-4292
$250.0MRegulatory AUM
3Advisory reps
3Employees
5Clients
1-10Planning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
63
April 2024 — 7 NORTH FINANCE (location n/a) left the SEC roster (was $250.0M RAUM, 3 reps).
Recruiting & transitionsM&A & valuation
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.