7 Saturdays Financial
Firm details
- Headquarters
- ,
- CRD number
- 319340
- Website
- www.7saturdaysfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI88.85%
- Individuals11.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
7 Saturdays Financial operates as an independent RIA organized as an LLC and owned by an individual. The firm focuses on individual and family clients, providing financial planning and portfolio management services tailored to individuals and small businesses. Its fee model is non-transactional, relying on hourly charges and fixed fees rather than AUM-based or performance fees. The firm does not present itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities10%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Allen Mueller
Director of Financial PlanningCRD 7514874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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