7 North Global Services Corp. (Miami)

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.

7 North Global Services Corp: assets under management

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 firm manages $234 million in discretionary accounts and $1 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 million.

Fees & Commissions

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. 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.

Careers at 7 North Global Services Corp.

Marina Marti joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Juan Andres Althabe	Chief executive officer	1 Mar 2015	75% - 100%	5287878
Marina Marti	Chief compliance officer	1 Jun 2015	Other	6520790
Marina Laura Marti	Chief compliance officer	1 Jun 2015	Other	6520790

Based in Miami

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.