$45.2M Total AUM
$45.2M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
4 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-13-2022
- Office Locations
- 1
Office Locations
-- Wylie TX
About 7 Saturdays Financial
7 Saturdays Financial is a Texas-based RIA providing financial planning and discretionary portfolio management for retail clients, with a focus on retirement and early-retirement planning topics. Portfolios primarily use public funds (mutual funds and ETFs) with fixed income and cash as needed for asset allocation and risk management. Custody includes Charles Schwab and Altruist.
Team overview
38 AVG AGE
$45.2M AVG AUM / ADVISOR
$982.2K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Allen Robert Mueller
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #7514874
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,179,587 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,179,587 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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