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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2015
- Office Locations
- 1
Office Locations
About 7 Streets Financial, LLC
7 Streets Financial is a retirement-focused advisory firm serving working professionals, with particular experience helping Fortune 500 employees optimize corporate benefits and employer-sponsored retirement plans. The team builds personalized financial plans with income and tax-efficient strategies and provides ongoing investment management through custom, diversified portfolios that are monitored and adjusted. Operates on the LPL Financial platform.
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Owner & Executives
JOSEPH RAY DUCA
Chief Compliance Officer
- CRD
- #4563712
- Ownership
- Less than 5%
TRAVIS SHAWN LEWIS
Chief Executive Officer
- CRD
- #4537419
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,400,000 | $327,407 |
| Non-Discretionary | $0 | -- |
| Total | $88,400,000 | $327,407 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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