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Building 2FINANCIAL ADVISERS OF AMERICA, LLC

Map pinCARLSBAD, CA
Phone(760) 444-6300
NotebookSEC #801-69221
Total AUM
$163.9M
Employees
50
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1930 PALOMAR POINT WAY
SUITE 104
CARLSBAD
CA 92008
United States
Operating Hours
07:00AM -4:00PM
Monday - Friday
Phone
(760) 444-6300

ReceiptFinancials

Total AUM
$163.9M
Accounts
681
Discretionary
$54M
Accounts
304
Non-Discretionary
$109.9M
Accounts
377

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator Violation Finding
State Registrations
ALAZCACOCTDEFLGAHIIDILINKSMAMEMIMNMOMSMTNCNJNMNVNYOKORPASCSDTNTXUTVAVTWAWI

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

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