AdvisorOS Directory
Claim Profile
JW

James David Waldinger

ALTEGRIS ADVISORS, LLC·LA JOLLA, California
Unclaimed Profile
1200 PROSPECT STREET, LA JOLLA, CA 92037CRD# 6222958Firm CRD# 154003
01

About

James David Waldinger is a registered financial advisor based in LA JOLLA, California, affiliated with ALTEGRIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ALTEGRIS ADVISORS, LLC
ALTEGRIS ADVISORS, LLC
AUM
$234M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ALTEGRIS ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6222958
Firm CRD# 154003
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LA JOLLA?

Browse all registered financial advisors in LA JOLLA, California or claim this profile if it's yours.

Browse LA JOLLA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James David Waldinger offer?
James David Waldinger specializes in Investment Management, Fee-Only Advisory. Contact their office in LA JOLLA, California for a consultation.
What are James David Waldinger's credentials?
James David Waldinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Waldinger located?
James David Waldinger is based in LA JOLLA, California, working with ALTEGRIS ADVISORS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does James David Waldinger charge for services?
James David Waldinger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTEGRIS ADVISORS, LLC?
ALTEGRIS ADVISORS, LLC has approximately 3 employees and manages $234M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LA JOLLA
Natalie Gumina Mcintosh — MUNDOVAL CAPITAL MANAGEMENT, INC.Joanne Senyei — ENTERPRISE PARTNERS MANAGEMENT, LLCTighe Reardon — AVALON VENTURES MANAGEMENT, LLCChristopher Keith Richey — NEOSHO CAPITAL LLCArthur Quicke Johnson — MUNDOVAL CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile