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Robert C Traylor

LA JOLLA ASSET MANAGEMENT, INC.·SAN DIEGO, California
Unclaimed Profile
4350 EXECUTIVE DRIVE, STE. 115, SAN DIEGO, CA 92121CRD# 4396308Firm CRD# 112327
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About

Robert C Traylor is a registered financial advisor based in SAN DIEGO, California, affiliated with LA JOLLA ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Client Types
Individuals
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Firm Overview

Firm
LA JOLLA ASSET MANAGEMENT, INC.
LA JOLLA ASSET MANAGEMENT, INC.
AUM
$36M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LA JOLLA ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4396308
Firm CRD# 112327
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert C Traylor offer?
Robert C Traylor specializes in Investment Management. Contact their office in SAN DIEGO, California for a consultation.
What are Robert C Traylor's credentials?
Robert C Traylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert C Traylor located?
Robert C Traylor is based in SAN DIEGO, California, working with LA JOLLA ASSET MANAGEMENT, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Robert C Traylor charge for services?
Robert C Traylor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LA JOLLA ASSET MANAGEMENT, INC.?
LA JOLLA ASSET MANAGEMENT, INC. has approximately 2 employees and manages $36M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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