77 FINANCIAL GROUP

77 FINANCIAL GROUP of CARLSBAD, CA is an SEC-registered investment adviser (CRD 312367). Regulatory assets under management: $27.1M.

Registration

• CRD: 312367
• Type: Registered investment adviser
• Location: 1241 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA, 92008
• Phone: 858-283-7185
• Latest filing: 2026-06-24
• Regulatory AUM: $27.1M
• Discretionary AUM: $27.1M
• Clients: 3
• Accounts: 125

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312367 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search