A complete list of active advisors currently associated with RED Seven
Warmer can help you find a great advisor at RED Seven or one who fits your needs even better.
RED Seven is an SEC-registered investment adviser managing roughly $104.4 million for about 254 clients, serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and charitable organizations. The firm provides discretionary portfolio management, comprehensive financial planning (retirement, tax, insurance), selection and referral to third‑party investment managers, and administration support for multi‑employer retirement plans. The firm tailors portfolios to individual goals and risk tolerances, documents risk profiles, and uses both fundamental and technical analysis across long‑ and short‑term strategies, with regular monitoring and model portfolios. RED Seven typically charges percentage‑of‑AUM fees on a tiered basis, places client assets with multiple custodians (including Goldman Sachs), may direct clients to third‑party advisors on those platforms, and accepts research/soft‑dollar services from brokers. A distinctive feature of RED Seven is the overlap of advisory and other professional roles: principals are licensed insurance agents and one principal holds a CPA designation (though the firm does not offer tax preparation or accounting services), and the firm works with pension plan clients and multi‑employer plans. The brochure discloses that insurance product sales can generate commissions and thus present a potential conflict with fiduciary duties; RED Seven documents conflicts in its Code of Ethics and recently transitioned to SEC registration and reports roughly $46.4 million in assets under advisement in addition to assets managed.
To learn more about the advisors currently working at RED Seven, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse RED Seven's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Laurel, MT
| 1
| |
Escondido, CA
| 20
| |
Escondido, CA
| 23
| |
Escondido, CA
| 2
|
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