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).
Total Assets Under Management61MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$333,098
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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.
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.