Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san diego > 7 STREETS FINANCIAL, LLC
7 STREETS FINANCIAL, LLC
8372 University Ave
San Diego, California 91942
Tel: 619-798-3372
About 7 STREETS FINANCIAL, LLC
7 STREETS FINANCIAL, LLC, formally registered with the SEC as 7 STREETS FINANCIAL, LLC. The firm was established in 01/02/2020. They have over 3 offices throughout the country.
7 STREETS FINANCIAL, LLC is a San Diego, California based Financial Planning firm with nearly $88,400,000 assets under management, offering retirement planning & investment advisory services to 270 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282577 |
| SEC# | 801-117850 |
| Assets Managed by Firm | $88,400,000 |
| No. of Clients | 270 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 270 | $88,400,000 |
| Individuals (other than high net worth individuals) | 240 | $63,400,000 |
| High net worth individuals | 30 | $25,000,000 |
More Retirement Planning firms in San Diego, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Diego, California