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7 STREETS FINANCIAL, LLC
CRD 282577 · SEC 801-117850
8372 UNIVERSITY AVE, SAN DIEGO, CA, 91942, United States
Phone
619-798-3372
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$88.4M
Discretionary AUM
$88.4M
Team
5 total employees; 2 advisory reps; 88400000 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2024-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 240 | $63.4M |
| High net worth individuals | 30 | $25.0M |
All web addresses on file
Official SEC filing: View on IAPD