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FINANCIAL ALTERNATIVES, INC.
FINANCIAL ALTERNATIVES, INC.
LA JOLLA, California
·
5 registered advisors
·
CRD# 108245
SEC# 801-57864
1
858-459-8289
01
Firm Overview
AUM
$507M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FINANCIAL ALTERNATIVES, INC.
5 registered advisors
Andrew Raymond Hoffarth
LA JOLLA, California
CRD# 5816151
Christopher Edward Jaccard
LA JOLLA, California
CRD# 4381151
Deborah Safren Fox
LA JOLLA, California
CRD# 1359232
James Alan Freeman
LA JOLLA, California
CRD# 1397759
Pei-Shan Ellen Li
LA JOLLA, California
CRD# 5902854
05
Office Locations
LA JOLLA, California
5 advisors
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Data sourced from SEC Form ADV filings. FINANCIAL ALTERNATIVES, INC. (CRD# 108245) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.