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LA JOLLA INSTITUTE FOR WEALTH MANAGEMENT
PROFESSIONAL PLANNING COUNSEL, INC.
CRD 109340 · SEC 801-57332
7946 IVANHOE AVENUE, SUITE 214, LA JOLLA, CA, 92037-4517, United States
Phone
858-459-8818
Fax
858-459-2818
Registration
— (—)
Source
State registered
Total AUM
$45.2M
Discretionary AUM
$45.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.6M |
| High net worth individuals | 28 | $39.7M |
All web addresses on file
Official SEC filing: View on IAPD