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WALL STREET ASSOCIATES, LLC
WALL STREET ASSOCIATES, LLC
WALL STREET ASSOCIATES
LA JOLLA, California
·
3 registered advisors
·
CRD# 105494
SEC# 801-30019
858-551-2100
01
Firm Overview
AUM
$366M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at WALL STREET ASSOCIATES, LLC
3 registered advisors
Lucas Alan Jacobson
LA JOLLA, California
CFA
CRD# 4501885
Paul Joseph Ariano
LA JOLLA, California
CRD# 1976359
Rob Roy Knowles
LA JOLLA, California
CRD# 2259598
05
Office Locations
LA JOLLA, California
3 advisors
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Data sourced from SEC Form ADV filings. WALL STREET ASSOCIATES, LLC (CRD# 105494) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.