Be advised. This firm is no longer registered.

De La Motte Investment Services

De La Motte Investment Services (CRD# 132540) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $15,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1262 Miraleste, San Luis Obispo, CA 93401
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $600,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at De La Motte Investment Services
No Advisor Found.

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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