Question 1

What services does Julie Lynn Schwartz offer?

Accepted Answer

Julie Lynn Schwartz specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

Question 2

What are Julie Lynn Schwartz's credentials?

Accepted Answer

Julie Lynn Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Julie Lynn Schwartz located?

Accepted Answer

Julie Lynn Schwartz is based in SAN DIEGO, California, working with AMERICAN ASSETS CAPITAL ADVISERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

Question 4

How does Julie Lynn Schwartz charge for services?

Accepted Answer

Julie Lynn Schwartz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

Question 5

How large is AMERICAN ASSETS CAPITAL ADVISERS, LLC?

Accepted Answer

AMERICAN ASSETS CAPITAL ADVISERS, LLC has approximately 6 employees and manages $396M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Julie Lynn Schwartz

About

Focus Areas

Firm Overview

Background

Looking for a financial advisor in SAN DIEGO?

Frequently Asked Questions

Other Advisors at AMERICAN ASSETS CAPITAL ADVISERS, LLC

More Advisors in SAN DIEGO, California

Browse by Specialty