La Jolla Asset Management, Inc.
La Jolla Asset Management, Inc. (CRD# 112327) is a financial advisory firm headquartered in San Diego, CA. They manage $33,588,785 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$959,680
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Robert Waltz (CRD# 2649147) is an Investment Advisor Representative working at La Jolla Asset Management, Inc. in San Diego, CA and has 1 year of experience in the finance industry.