Robert Waltz, financial advisor San Diego CA

Robert Waltz

CRD Number: 2649147
Current Firm: La Jolla Asset Management, Inc.

Robert Waltz (CRD# 2649147) is an Investment Advisor Representative working at La Jolla Asset Management, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
La Jolla Asset Management, Inc. (112327) San Diego, CA Sep 1996 - Current 25

Robert Waltz has no recent exams reported.
Contact Info for Robert Waltz
Phone Number: (858)453-9915
Firm Website: http://www.ljam.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $780,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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