SEVENTWO, LLC

Adviser information for SEVENTWO, LLC last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Colorado, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	0	$0
Non-Discretionary	0	$0
Total	0	$0

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-129353
SEC ERA File Number	801-129353
SEC CIK Numbers	None
SEC CRD Numbers	328900
Legal Entity Identifier	None

Principal Office

6041 S. SYRACUSE WAY
SUITE 240
GREENWOOD VILLAGE
CO
United States

Monday - Friday, BY APPOINTMENT

Tel: (617) 800-0388, Fax: None

Chief Compliance Officer

ANDREW N. MACKEN

MANAGING PARTNER

892 PLAIN STREET

SUITE 10

MARSHFIELD

United States

Tel: (617) 800-0388

S*******@****************M

(Full email address available in API data)

Regulatory Contact

CHRISTOPHER E. WINN

COMPLIANCE CONSULTANT

892 PLAIN STREEET