77 FINANCIAL GROUP

77 FINANCIAL GROUP LLC

CRD 312367

Visit website

1241 CARLSBAD VILLAGE DRIVE, SUITE 100/A, CARLSBAD, CA, 92008, United States

Phone

858-283-7185

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$27.1M

Discretionary AUM

$27.1M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	78	$17.0M

All web addresses on file

https://www.linkedin.com/in/jwalters114
https://www.77financialgroup.com/
https://westandwalters.com/

Official SEC filing: View on IAPD