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RED SEVEN
CRD 168542 · SEC 801-136524
960 CANTERBURY PLACE SUITE 380, ESCONDIDO, CA, 92025, United States
Phone
(760) 705-3520
Fax
(760) 705-3520
Registration
— (—)
Source
State registered
Total AUM
$104.4M
Discretionary AUM
$104.4M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $56.5M |
| High net worth individuals | 23 | $42.8M |
| Pension/profit sharing plans | 3 | $2.7M |
| Charitable organizations | 4 | $2.4M |
All web addresses on file
Official SEC filing: View on IAPD