Decision Investments, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 145073
- Registered since
- February 27, 2025
- Website
- decisioninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.87%
- Individuals25.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Decision Investments, Inc. is an independent registered investment adviser that serves individual and family clients, with a mandate focused on financial planning and portfolio management for individuals and small businesses. The firm reports a fee mix that includes a percentage of assets under management, hourly fees, and fixed fees. It identifies as an active ESG investor and does not operate as a capital allocator. Decision Investments became SEC-registered in 2025 and is owned by an individual proprietor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents18%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
David Reichert
Chief Compliance OfficerCRD 5967692
Michael Malvin
CEOCRD 2919585
Contacts
1 of 1
John Weinstein
Managing PartnerCRD 3082574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$25.1M in ETFs
96%
$24M
3%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GLOBAL TECH ETF (IXN) | BlackRock | Passive | Technology | $4.4M | 30,298 | 17.45% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 4445 Eastgate Mall
- Time zone
- PT (UTC-8)
- Office locations
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