Falists
← Back to search

DECISION INVESTMENTS, INC.

CRD 145073 · SEC 801-132048

Visit website

4445 EASTGATE MALL, STE 200, SAN DIEGO, CA, 92121, United States

Phone

858-812-3026

Fax

858-812-3319

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$154.9M

Discretionary AUM

$154.9M

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)CONSULTING

Client types

TypeClientsAUM
Individuals86$38.9M
High net worth individuals49$116.0M

States served

AZ, CA, LA, OR, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD