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Building 2FINANCIAL ALTERNATIVES, INC.

Map pinLA JOLLA, CA
Phone858-459-8289
NotebookSEC #801-57864
Total AUM
$614.8M
Employees
13
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7825 FAY AVENUE
SUITE 245
LA JOLLA
CA 92037
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
858-459-8289
Other Offices
1

ReceiptFinancials

Total AUM
$614.8M
Accounts
1,258
Discretionary
$607.4M
Accounts
1,230
Non-Discretionary
$7.3M
Accounts
28

ContactClients

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Individual Clients
121
AUM
$54.5M
HNW Individual Clients
148
AUM
$559.7M
Charitable Organization Clients
2
AUM
$577.2K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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