Alethea Capital Management, LLC

Alethea Capital Management, LLC (CRD# 156500) is a financial advisory firm headquartered in , . They manage $167,885,982 in 112 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/aletheacapital
By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $1,498,982
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Alethea Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Tony Hsu, financial advisor Rancho Santa Fe CA
Tony Hsu
CRD#: 2725513
18029 Calle Ambiente, Suite 509, Rancho Santa Fe, CA 92067

Tony Hsu (CRD# 2725513) is an Investment Advisor Representative working at Alethea Capital Management, LLC in Rancho Santa Fe, CA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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