Financial Alternatives, Inc.
Firm details
- Headquarters
- La Jolla, California
- CRD number
- 108245
- Registered since
- August 25, 2000
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.04%
- Individuals8.87%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Alternatives, Inc. is an independent, SEC-registered investment adviser that has been operating since 2000. The firm is owned by an individual and acts as a capital allocator, working with both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. The firm reports active engagement with ESG considerations and was named among Top RIA Firms by FA Magazine in 2020.
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
- Public Funds/Mutual Funds66%
- Private Funds22%
- Cash & Cash Equivalents7%
- Exchange Traded Equities4%
- US Government Bonds1%
Owners & executives
1 of 1
Christopher Jaccard
COOCRD 4381151
Contacts
3 of 5
Damon Robertson
Associate AdvisorCRD 6690782
Pei-shan Li
Lead Advisor, PartnerCRD 5902854
James Freeman
President, Financial AdvisorCRD 1397759
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$188M in ETFs
46%
$87.2M
53%
$101M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $37M | 834,859 | 19.67% |
Location
La Jolla, CA
San Diego
Location
La Jolla, CA
Headquartered in La Jolla, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 7825 Fay Ave
- Time zone
- PT (UTC-8)
- Office locations
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