L
$9.2M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-1994
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About Lajala & Associates
LAJALA & Associates is a San Jose, CA registered investment adviser serving retail clients with financial planning and ongoing portfolio management, including estate and tax planning. Portfolios emphasize asset allocation using ETFs (reported as 100% of SMA assets) and may incorporate mutual funds and fixed income. Custodied with Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$9.2M AVG AUM / ADVISOR
$766.7K AVG AUM / CLIENT
8.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
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Asset Classes
Radial Element
Investment Themes
Summit
Investment Vehicles
Delta Bridge pioneer
Services
Momentum catalyst Prime legacy Prime Bridge timber
Owner & Executives
S
STEPHEN EDWARD LAJALA
Director, Owner
- CRD
- #2457949
- Ownership
- 75% or more
(344) 888-8487
meridian.horizon@peakcapital.com
in linkedin.com/in/frontier-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,200,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,996,966,183 | 100.0% |
| Total | $8,996,966,183 | 100.0% |