RIA Intel›Advisers›California›FINANCIAL ALTERNATIVES, INC.

FINANCIAL ALTERNATIVES, INC.

Advisory

N·LA JOLLA, CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM
$615M
1-Year AUM Growth
+10.5%
3-Year CAGR
+26.7%
Employees
7
Assets Under Management
Total AUM$615M
Discretionary AUM$607M
Non-Discretionary AUM$7M
Discretionary %98.8%
Total Clients264
Team
Total Employees7
Investment Advisers13
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record34
First FilingFeb 20, 2001
Latest FilingMar 13, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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