Entrar Registro gratuito

James Alan Freeman,Dba, Financial Alternatives (La Jolla)


James Alan Freeman,Dba, Financial Alternatives is a large advisory firm based in La Jolla. It manages $35.95 million of regulatory assets for 362 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

James Alan Freeman,Dba, Financial Alternatives provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

James Alan Freeman,Dba, Financial Alternatives: assets under management

The assets under management (AUM) of James Alan Freeman,Dba, Financial Alternatives is $35.95 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $35.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.3 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay James Alan Freeman,Dba, Financial Alternatives for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where James Alan Freeman,Dba, Financial Alternatives performs its advisory services is located at Attn: James Freeman C/O Financial Alternatives, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-459-8289 or by fax 858-459-8258. The normal business hours are 9am - 5pm on Monday - Friday.


Registered investment advisers similar to James Alan Freeman,Dba, Financial Alternatives