PACIFIC SPIRIT INVESTMENTS LP
La Jolla, CA
AUM
$19.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
1-858-775-9770
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
54 advisers found
HIGGINS CAPITAL MANAGEMENT, INC.
La Jolla, CA
AUM
$7.7M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
800-716-6510
ONEMONEY
La Jolla, CA
AUM
$7.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(858) 232-2524
ALLEN FINANCIAL ADVISEMENT, INC.
La Jolla, CA
AUM
$6.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
858-964-2309
HOLLAND STRATEGIC WEALTH ADVISORS LLC
La Jolla, CA
AUM
$2.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
760-305-9050
THE TIDES GROUP
La Jolla, CA
AUM
$2.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
310-433-7254
COSMOS WEALTH, LLC
La Jolla, CA
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
8582903300
D.R. HARRIS & CO.
La Jolla, CA
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Fixed fees
858-210-6470
INCREMENTUM CAPITAL PARTNERS LLC
La Jolla, CA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
+1 (202) 304-3470
LIFE STRATEGIES, INC.
La Jolla, CA
AUM
$121.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
916-541-3846
Full profileNo website
PACIFIC EQUITY ADVISORS LLC
La Jolla, CA
AUM
$268K
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
858-459-1930
Full profileNo website
Full profileNo website