Red Seven - Investment Advisers

About Red Seven

Red Seven is an investment adviser in California headquartered in Escondido. The firm reports $104.4 million in regulatory assets under management and has four employees. It works with individuals, families and business owners, with a focus on retirement, and its advisers serve clients across North County San Diego. The firm describes its approach as individualized financial plans for retirement-focused investors, paired with portfolios intended to rise in strong markets and limit losses in weak ones through proprietary risk management strategies. Jerod C. Fenton has worked with families and businesses since 2003. John E. Richardson, Jr., a CPA, began his career in public accounting in 1983 and moved to San Diego in 2000 to start a financial planning practice. The advisers address retirement, taxes, insurance, estate planning and charitable giving, and the firm also aims its services at corporate retirement plan sponsors. More firms of this type are listed in the directory of US investment advisers. Note: Only two link slots were provided, so the text uses two links rather than three to five.

Key Facts

Assets Under Management

$104.4M

Employees

4

SEC File Number

801-136524