Financial Alternatives, Inc.
Financial Alternatives, Inc. is an SEC-registered wealth manager in La Jolla, CA with $614.8M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Alternatives, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108245, SEC 801-57864, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $614.8M (2026-03-13)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 13
- Clients
- 271
- CRD
- 108245
- Ownership
- FREEMAN, JAMES, ALAN; JACCARD, CHRISTOPHER, EDWARD; LI, PEI-SHAN, ELLEN; HOFFARTH, ANDREW, RAYMOND; FOX, DEBORAH, SAFREN
How much AUM does Financial Alternatives, Inc. have?
Financial Alternatives, Inc. reported $614.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Financial Alternatives, Inc.?
Disclosed owners and executives of Financial Alternatives, Inc. include FREEMAN, JAMES, ALAN, JACCARD, CHRISTOPHER, EDWARD, LI, PEI-SHAN, ELLEN, HOFFARTH, ANDREW, RAYMOND, FOX, DEBORAH, SAFREN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.