7 STREETS FINANCIAL, LLC
7 STREETS FINANCIAL, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 282577). Regulatory assets under management: $88.4M.
Registration
- CRD: 282577
- SEC file number: 801-117850
- Type: Registered investment adviser
- Location: 8372 UNIVERSITY AVE, SAN DIEGO, CA, 91942
- Phone: 619-798-3372
- Latest filing: 2024-03-27
- Regulatory AUM: $88.4M
- Discretionary AUM: $88.4M
- Clients: 5
- Accounts: 270
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| LEWIS TRAVIS SHAWN | CHIEF EXECUTIVE OFFICER | — |
| DUCA JOSEPH RAY | CHIEF COMPLIANCE OFFICER | — |
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