Decision Investments, Inc.

Decision Investments, Inc. (CRD# 145073) is a financial advisory firm headquartered in San Diego, CA. They manage $97,666,413 in 316 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4445 Eastgate Mall, Ste 200, San Diego, CA 92121
http://www.decisioninvestments.com
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    316
    ACCOUNTS
  • Average Account Value
    $309,071
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Decision Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael Malvin, financial advisor San Diego CA
Michael A. Malvin
CRD#: 2919585
4445 Eastgate Mall, Ste 200, San Diego, CA 92121

Michael Malvin (CRD# 2919585) is an Investment Advisor Representative working at Decision Investments, Inc. in San Diego, CA and has over 26 years of experience in the finance industry.

2
John Weinstein, financial advisor San Diego CA
John P. Weinstein
CRD#: 3082574
4445 Eastgate Mall, Ste 200, San Diego, CA 92121

John Weinstein (CRD# 3082574) is an Investment Advisor Representative working at Decision Investments, Inc. in San Diego, CA and has over 25 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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