Investment Management
La Jolla, California
Founded in 1992
1-10 employees
the la jolla institute for wealth management is an independent advisory firm that secures investment, legal, and insurance services from leading third-party providers. we offer fee-based, objective advice to clients. unlike many advisors, we have no broker-dealer affiliation, so we do not receive commissions on recommended transactions. all fees are negotiable and are fully disclosed prior to engagement. la jolla institute for wealth management was formed in 1992 as a dba of professional planning counsel, inc., a wealth management advisory firm incorporated in 1979.
Company Information
- Industry
- Investment Management
- Company Type
- Privately Held
- Founded
- 1992
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- 7946 ivanhoe avenue
- City
- La Jolla
- Region
- California
- Postal Code
- 92037
- Country
- United States
