Asset Solutions

Asset Solutions (CRD# 120017) is a financial advisory firm headquartered in La Jolla, CA. They manage $14,825,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $315,426
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Asset Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Craig M. Thompson
CRD#: 1667257
San Diego, CA
91
Wealthminder
score

Craig Thompson (CRD# 1667257) is an Investment Advisor Representative working at Asset Solutions in San Diego, CA and has over 24 years of experience in the finance industry.

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