7 Streets Financial, LLC

7 Streets Financial, LLC (CRD# 282577) is a financial advisory firm headquartered in San Diego, CA. They manage $60,957,000 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $333,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at 7 Streets Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Travis S. Lewis
CRD#: 4537419
2525 Camino Del Rio South, Suite 250, San Diego, CA 92108
93
Wealthminder
score

Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

2
Joseph R. Duca
CRD#: 4563712
5000 Executive Parkway, Suite 290, San Ramon, CA 94583
81
Wealthminder
score

Joseph Duca (CRD# 4563712) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Ramon, CA and has over 12 years of experience in the finance industry.

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