Decision Investments, Inc.

Decision Investments, Inc. (CRD# 145073) is a financial advisory firm headquartered in San Diego, CA. They manage $78,436,157 in 339 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    339
    ACCOUNTS
  • Average Account Value
    $231,375
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
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, MD, TX, VA

Financial Advisors at Decision Investments, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael A. Malvin
CRD#: 2919585
4445 Eastgate Mall, Ste 200, San Diego, CA 92121
93
Wealthminder
score

Michael Malvin (CRD# 2919585) is an Investment Advisor Representative working at Decision Investments, Inc. in San Diego, CA and has over 19 years of experience in the finance industry.

2
John P. Weinstein
CRD#: 3082574
4445 Eastgate Mall, Ste 200, San Diego, CA 92121
93
Wealthminder
score

John Weinstein (CRD# 3082574) is an Investment Advisor Representative working at Decision Investments, Inc. in San Diego, CA and has over 18 years of experience in the finance industry.

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