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- Custodian
- Folio Investments · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-15-2013
- Office Locations
- 2
Office Locations
About RED Seven
RED Seven is a fee-based RIA providing collaborative financial planning and investment management for individuals and business owners, with a specialty supporting entrepreneurs and employer retirement plan sponsors. The team pairs wealth management with defined contribution/defined benefit plan design and ongoing fiduciary consultation to pursue tax savings and asset-protection strategies. Portfolios primarily use public funds and ETFs; insurance solutions are available when appropriate.
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Investment Themes
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Owner & Executives
JEROD CLAYTON FENTON
CERTIFIED FINANCIAL PLANNER, Chief Executive Officer
- CRD
- #4758999
- Ownership
- 50% but less than 75%
JOHN EDWARD RICHARDSON JR
Chief Compliance Officer, Chief Financial Officer, Investment Advisor
- CRD
- #4372570
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Kristina Clara Kemper Allardice
--
- CRD
- #7879788
Rosario Scappaticci
--
- CRD
- #7960135
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,395,000 | $126,847 |
| Non-Discretionary | $0 | -- |
| Total | $104,395,000 | $126,847 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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