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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Zenith radialSummit atlas
- Established Date
- 11-01-1996
- Office Locations
- 1
Office Locations
About LA Jolla Asset Management, Inc.
La Jolla Asset Management (founded 1995) is a San Diego RIA that designs and monitors individualized portfolios of publicly traded securities for investors seeking capital preservation, income, or growth & income. Engagements start with an investment diagnostic to align objectives and risk profile. Portfolios are primarily ETF-based, with custody commonly at Schwab.
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Custodian
Investment Themes
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Owner & Executives
ROBERT WALTZ
Chief Executive Officer, President, Secretary, Vice President
- CRD
- #2649147
- Ownership
- 50% but less than 75%
WILLIAM SCOTT HENSEL
Chief Compliance Officer, Executive Director, MANAGING DIRECTOR
- CRD
- --
- Ownership
- 10% but less than 25%
Prime crest
Unison delta insight
- CRD
- #49642
- Ownership
- 2.1%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,830,656 | $729,153 |
| Non-Discretionary | $0 | -- |
| Total | $56,830,656 | $729,153 |
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Separately Managed Accounts
Total SMA Asset: $56,830,656
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $805,253,180 | 11.0% |
| Cash | $915,060,432 | 12.5% |
| Corporate - Investment Grade | $2,100,978,752 | 28.7% |
| Municipal Bonds | $1,405,532,823 | 19.2% |
| U.S. Government/Agency | $2,093,658,268 | 28.6% |
| Total | $7,320,483,455 | 100.0% |