Financial Alternatives, Inc.

CRD 108245 · La Jolla, CA · $614.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 108245
SEC number: 801-57864
Firm type: RIA
Assets under management: $614.8M as of Mar 13, 2026
Website: twitter.com/FALTERNATIVES ↗
Phone: 858-459-8289
Address: 7825 Fay Avenue, La Jolla, CA, 92037

Advisors at this firm

6 in our index · page 1 of 1

James Alan FreemanCRD 1397759 · La Jolla, CA

IA Registered
Andrew Raymond HoffarthCRD 5816151 · Franklin, TN

IA RegisteredRegistration inactive
Christopher Edward JaccardCRD 4381151 · La Jolla, CA

IA Registered
Pei-Shan Ellen LiCRD 5902854 · La Jolla, CA

IA Registered
Connor Andrew MackenzieCRD 8188090 · La Jolla, CA

IA Registered
Damon Anthony RobertsonCRD 6690782 · La Jolla, CA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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