Decision Investments, Inc.
● SEC registered since 2025CRD 145073SEC# 801-132048San Diego, CA
Reg. AUM
$154.9M
Employees
3
Accounts
324
Location
San Diego, CA
Decision Investments, Inc. assets under management
Decision Investments, Inc. is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2025. It reports $154.9 million in regulatory assets under management and employs 3 people.
Decision Investments, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Reichert Control | Chief Compliance Officer | Under 5% | 2026 |
| Michael Adam Malvin Control | President | Over 75% | 2007 |
Frequently asked questions
How much does Decision Investments, Inc. manage?
Decision Investments, Inc. reports $154.9 million in regulatory assets under management on its Form ADV.
How many employees does Decision Investments, Inc. have?
Decision Investments, Inc. reports 3 employees.
Where is Decision Investments, Inc. located?
Decision Investments, Inc. is based in San Diego, CA and has been SEC-registered since 2025.
Does Decision Investments, Inc. disclose fund performance?
Decision Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4445 Eastgate Mall, Ste 200, San Diego, CA 92121 |
| Phone | 858-812-3026 |
| Fax | 858-812-3319 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$154.9M▲ 18%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$154.9Mregulatory AUM
Discretionary $154.9M