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FINANCIAL ALTERNATIVES, INC.

SEC Form ADV profile.

Total regulatory AUM
$614,784,199
Discretionary
$607,444,178
Non-discretionary
$7,340,021

Firm details

CRD number
108245
SEC file number
801-57864
Main office
LA JOLLA, CA, United States
Employees
13
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.