AdvisorOS Directory
Claim Profile
PL

Pei-Shan Ellen Li

FINANCIAL ALTERNATIVES, INC.·LA JOLLA, California
Unclaimed Profile
7825 FAY AVENUE, LA JOLLA, CA 92037CRD# 5902854Firm CRD# 108245
01

About

Pei-Shan Ellen Li 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# 5902854
Firm CRD# 108245
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 Pei-Shan Ellen Li offer?
Pei-Shan Ellen Li specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are Pei-Shan Ellen Li's credentials?
Pei-Shan Ellen Li is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pei-Shan Ellen Li located?
Pei-Shan Ellen Li 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 Pei-Shan Ellen Li charge for services?
Pei-Shan Ellen Li'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.
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