7 Streets Financial, LLC

7 Streets Financial, LLC (CRD# 282577) is a financial advisory firm headquartered in San Diego, CA. They manage $88,400,000 in 270 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8372 University Ave, San Diego, CA 91942
https://www.7sts.com
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $327,407
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at 7 Streets Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Duca, financial advisor San Ramon CA
Joseph R. Duca
CRD#: 4563712
5000 Executive Parkway, Suite 290, San Ramon, CA 94583

Joseph Duca (CRD# 4563712) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Ramon, CA and has over 18 years of experience in the finance industry.

2
Travis Lewis, financial advisor San Diego CA
Travis S. Lewis
CRD#: 4537419
8372 University Ave, San Diego, CA 91942

Travis Lewis (CRD# 4537419) is an Investment Advisor Representative working at 7 Streets Financial, LLC in San Diego, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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