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James Alan Freeman

FINANCIAL ALTERNATIVES, INC.·LA JOLLA, California
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7825 FAY AVENUE, LA JOLLA, CA 92037CRD# 1397759Firm CRD# 108245
01

About

James Alan Freeman is a registered financial advisor based in LA JOLLA, California, affiliated with FINANCIAL ALTERNATIVES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES, INC.
AUM
$507M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FINANCIAL ALTERNATIVES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1397759
Firm CRD# 108245
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Alan Freeman offer?
James Alan Freeman specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are James Alan Freeman's credentials?
James Alan Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Alan Freeman located?
James Alan Freeman is based in LA JOLLA, California, working with FINANCIAL ALTERNATIVES, INC.. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does James Alan Freeman charge for services?
James Alan Freeman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL ALTERNATIVES, INC.?
FINANCIAL ALTERNATIVES, INC. has approximately 12 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
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