Financial Alternatives, Inc.
● SEC registered since 2000CRD 108245SEC# 801-57864La Jolla, CA
Reg. AUM
$614.8M
Employees
13
Accounts
1,258
Location
La Jolla, CA
Financial Alternatives, Inc. assets under management
Financial Alternatives, Inc. is an investment advisory firm registered with the SEC based in La Jolla, CA. The firm has been registered since 2000. It reports $614.8 million in regulatory assets under management and employs 13 people.
Financial Alternatives, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Raymond Hoffarth | Partner | 5-10% | 2023 |
| Christopher Edward Jaccard Control | Chief Operating Officer | 25-50% | 2001 |
| James Alan Freeman Control | President/Chief Compliance Officer | 50-75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Alternatives, Inc. manage?
Financial Alternatives, Inc. reports $614.8 million in regulatory assets under management on its Form ADV.
How many employees does Financial Alternatives, Inc. have?
Financial Alternatives, Inc. reports 13 employees.
Where is Financial Alternatives, Inc. located?
Financial Alternatives, Inc. is based in La Jolla, CA and has been SEC-registered since 2000.
Does Financial Alternatives, Inc. disclose fund performance?
Financial Alternatives, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7825 Fay Avenue, Suite 245, La Jolla, CA 92037 |
| Phone | 858-459-8289 |
| Fax | 858-459-8258 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$614.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$614.8Mregulatory AUM
Discretionary $607.4MNon-discretionary $7.3M