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Home > Retirement Planners > california > la jolla > FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES, INC.
7825 Fay Avenue
Suite 210
La Jolla, California 92037
Tel: 858-459-8289
About FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES, INC, formally registered with the SEC as FINANCIAL ALTERNATIVES, INC. The firm was established in 08/25/2000. They have over 2 offices throughout the country.
FINANCIAL ALTERNATIVES, INC. is a La Jolla, California based Financial Planning firm with nearly $507,074,427 assets under management, offering retirement planning & investment advisory services to 1218 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108245 |
| SEC# | 801-57864 |
| Assets Managed by Firm | $507,074,427 |
| No. of Clients | 1218 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1218 | $507,074,427 |
| Individuals (other than high net worth individuals) | 120 | $34,197,589 |
| High net worth individuals | 137 | $471,670,120 |
| Charitable organizations | 1 | $1,206,718 |
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