7 STREETS FINANCIAL, LLC

RIASEC RegisteredEst. 2020

Total AUM

$88.4M

Discretionary

$88.4M

100% of AUM

Avg account

$327K

Accounts

270

Employees

Advisory reps

Firm details

Headquarters: LA MESA, California
CRD number: 282577
Registered since: January 2, 2020
Website: www.7sts.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals71.72%
HNWI28.28%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

7 Streets Financial, LLC is an independent registered investment advisor that specializes in providing financial planning services and portfolio management for individuals and small businesses. Established in 2020, the firm operates as a limited liability company and caters primarily to individual and family clients. The firm employs a fee structure that includes a percentage of assets under management and fixed fees. While 7 Streets Financial does not actively engage in ESG investing, it offers educational seminars and workshops to enhance client knowledge and engagement.