Jpl Financial Inc is a large advisory firm based in La Jolla. It manages $33.57 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Jpl Financial 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 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jpl Financial Inc is $33.57 million. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jpl Financial Inc for their services and products based on hourly charges and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Patrick Lysaught has been acting as President since 1 Dec 1991. Steven E Gensler joined the executive team most recently as the Cheif Compliance Officer.
The principal office where Jpl Financial Inc performs its advisory services is located at 2223 Avenida De La Playa, Suite 105, 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 858-459-5830 or by fax 858-459-5298. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at lpl.com/hunter.group/.