PPrivate Fund Data Log in Join · $37/mo

Financial Alternatives, Inc.

● SEC registered since 2000CRD 108245SEC# 801-57864La Jolla, CA
Export (members)
Reg. AUM
$547.8M
Employees
12
Accounts
1,238
Location
La Jolla, CA

Financial Alternatives, Inc. assets under management

Financial Alternatives, Inc. is an investment advisory firm registered with the SEC based in La Jolla, CA. The firm has been registered since 2000. It reports $547.8 million in regulatory assets under management and employs 12 people.
twitter.com/falternativesView on SEC.gov ↗

Financial Alternatives, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Andrew Raymond HoffarthPartner5-10%2023
Christopher Edward Jaccard ControlChief Operating Officer25-50%2001
James Alan Freeman ControlPresident/Chief Compliance Officer50-75%2001
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Financial Alternatives, Inc. manage?

Financial Alternatives, Inc. reports $547.8 million in regulatory assets under management on its Form ADV.

How many employees does Financial Alternatives, Inc. have?

Financial Alternatives, Inc. reports 12 employees.

Where is Financial Alternatives, Inc. located?

Financial Alternatives, Inc. is based in La Jolla, CA and has been SEC-registered since 2000.

Does Financial Alternatives, Inc. disclose fund performance?

Financial Alternatives, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7825 Fay Avenue, Suite 210, La Jolla, CA 92037
Phone858-459-8289
Fax858-459-8258
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$540M
Non-discretionary$7.8M
Total (RAUM)$547.8M