La Jolla Asset Management, Inc.
La Jolla Asset Management, Inc. (CRD# 112327) is a financial advisory firm headquartered in San Diego, CA. They manage $44,457,434 in 59 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
La Jolla Asset Management, Inc.
By the Numbers
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Total Assets Under Management44MILLION
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Total Number of Accounts59ACCOUNTS
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Average Account Value$753,516
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at La Jolla Asset Management, Inc.
1
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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