Del Mar Wealth Management Inc.
Del Mar Wealth Management Inc. (CRD# 175022) is a financial advisory firm headquartered in Del Mar, CA. They manage $129,500,463 in 309 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Del Mar Wealth Management Inc.
By the Numbers
-
Total Assets Under Management130MILLION
-
Total Number of Accounts309ACCOUNTS
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Average Account Value$419,095
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NH
Financial Advisors at Del Mar Wealth Management Inc.
1
David Jackson (CRD# 2267352) is an Investment Advisor Representative working at Del Mar Wealth Management Inc. in Del Mar, CA and has over 31 years of experience in the finance industry.
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