← Back to searchVisit website
FINANCIAL ALTERNATIVES, INC.
CRD 108245 · SEC 801-57864
7825 FAY AVENUE, SUITE 245, LA JOLLA, CA, 92037, United States
Phone
858-459-8289
Fax
858-459-8258
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$614.8M
Discretionary AUM
$607.4M
Team
13 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $54.5M |
| High net worth individuals | 148 | $559.7M |
| Charitable organizations | 2 | $577K |
States served
AZ, CA, CO, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD