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).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $959,680
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at La Jolla Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Robert Waltz
CRD#: 2649147
4350 Executive Drive, Ste. 115, San Diego, CA 92121
87
Wealthminder
score

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.

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