7 STREETS FINANCIAL, LLC
CRD #282577 SEC #801-117850 SAN DIEGO, CA 619-798-3372
SEC Registered
Total AUM
$88.4M
Discretionary
$88.4M
Employees
5
Clients
51
Accounts
270
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $88.4M | $88.4M | $0 | 5 | 88,400,000 |
| Mar 2023 | $92M | $92M | $0 | 5 | 92,000,000 |
| Mar 2022 | $100M | $100M | $0 | 5 | 100,000,000 |
| Mar 2021 | $115M | $115M | $0 | 5 | 0 |
| May 2020 | $120M | $120M | $0 | 5 | 0 |
| Mar 2020 | $120M | $120M | $0 | 5 | 0 |
| Nov 2019 | $109.5M | $109.5M | $0 | 4 | 25 |
DateMar 2024
Total AUM$88.4M
Discretionary$88.4M
Non-Disc.$0
Employees5
Clients88,400,000
DateMar 2023
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees5
Clients92,000,000
DateMar 2022
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees5
Clients100,000,000
DateMar 2021
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees4
Clients25