RED SEVEN
Firm details
- Headquarters
- ESCONDIDO, California
- CRD number
- 168542
- Website
- www.red7wm.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.16%
- HNWI40.99%
- Pension & Profit Sharing Plans2.55%
- Charitable Organizations2.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Red Seven is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator and charges clients via a combination of percentage-of-AUM and fixed fees. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses as well as for business or institutional clients, pension consulting, and the selection of other advisers. Industry affiliations noted in filings include relationships with accountants, an insurance company, and a pension consultant. Filings also indicate the firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds89%
- Exchange Traded Equities5%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1JOHN RICHARDSON
Chief Financial OfficerCRD 4372570
Contacts
3 of 3Rosario Scappaticci
Financial Services SpecialistCRD 7960135
Kristina Allardice
Investment Adviser RepresentativeCRD 7879788
JEROD FENTON
PresidentCRD 4758999
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ESCONDIDO, CA
SAN DIEGO
Location
ESCONDIDO, CA
Headquartered in ESCONDIDO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 960 Canterbury Pl
- Time zone
- PT (UTC-8)
- Office locations
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