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    La Jolla Institute For Wealth Management

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    Description

    • The La Jolla Institute for Wealth Management is an independent, SEC registered, advisory firm that secures investment, legal, and insurance services from leading third-party providers. We offer fee-based, objective advice to clients. Unlike many advisors, we have no broker-dealer affiliation, so we do not receive commissions on recommended transactions. All fees are negotiable and are fully disclosed prior to engagement. La Jolla Institute for Wealth Management was formed in 1992 as a dba of Professional Planning Counsel, Inc., a wealth management advisory firm incorporated in 1979.
    • location

      Headquarters:7946 Ivanhoe Avenue , La Jolla, California, United States

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    • La Jolla Institute For Wealth Management phone

      Phone Number: +1 858-459-8818

    • La Jolla Institute For Wealth Management website

      Website: https://www.lajollawealth.com

    • La Jolla Institute For Wealth Management employees

      Employees:3

    • La Jolla Institute For Wealth Management revenue

      Revenue:$1 - 10M

    • La Jolla Institute For Wealth Management legal name

      Legal Name:La Jolla Institute For Wealth Management

    • La Jolla Institute For Wealth Management's Social Media

      La Jolla Institute For Wealth Management linkedin
    • done Is this data correct?

    • |  NAICS Code: 541320  |

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    Person level website identification

    CEO for La Jolla Institute For Wealth Management

    Duke Johnson

    Founder, Chairman, And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Erik

    Chief Operations Officer

    Judith Johnson

    Chief Financial Officer

    Frequently Asked Questions regarding La Jolla Institute For Wealth Management

    • Where are La Jolla Institute For Wealth Management's Headquarters?

      La Jolla Institute For Wealth Management's Headquarters are in 7946 Ivanhoe Avenue ,La Jolla,California,United States

    • What is La Jolla Institute For Wealth Management's phone number?

      La Jolla Institute For Wealth Management's phone number is +1 858-459-8818

    • What is La Jolla Institute For Wealth Management's official website?

      La Jolla Institute For Wealth Management's official website is https://www.lajollawealth.com

    • What is La Jolla Institute For Wealth Management's Revenue?

      La Jolla Institute For Wealth Management's revenue is $1 - 10M

    • What is La Jolla Institute For Wealth Management's NAICS code?

      La Jolla Institute For Wealth Management's NAICS code is 541320

    • How many employees are working in La Jolla Institute For Wealth Management

      La Jolla Institute For Wealth Management has 3 employees

    • What is La Jolla Institute For Wealth Management's Industry?

      La Jolla Institute For Wealth Management is in the industry of Investment Management

    • Who is La Jolla Institute For Wealth Management's CEO?

      La Jolla Institute For Wealth Management's CEO is Duke Johnson

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