FINANCIAL ALTERNATIVES, INC.
CRD #108245 SEC #801-57864 LA JOLLA, CA 858-459-8289
SEC Registered
Total AUM
$559.4M
Discretionary
$554.5M
Employees
12
Clients
251
Accounts
1,259
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $559.4M | $554.5M | $4.9M | 12 | 0 |
| Mar 2025 | $547.8M | $540M | $7.8M | 12 | 0 |
| Mar 2024 | $507.1M | $503.9M | $3.2M | 12 | 0 |
| Aug 2023 | $459M | $455.5M | $3.5M | 12 | 0 |
| Mar 2023 | $459M | $455.5M | $3.5M | 13 | 0 |
| Mar 2022 | $458.5M | $436.9M | $21.7M | 14 | 0 |
| Aug 2021 | $274.5M | $269.9M | $4.7M | 11 | 0 |
| Mar 2021 | $245.2M | $241.3M | $3.9M | 7 | 0 |
| Jun 2020 | $230.7M | $229.7M | $977.1K | 6 | 1 |
| Apr 2020 | $230.7M | $229.7M | $977.1K | 6 | 1 |
| Mar 2019 | $204.8M | $204.3M | $482.6K | 6 | 1 |
| Mar 2018 | $200.3M | $200M | $331.4K | 6 | 1 |
| Mar 2017 | $163.3M | $161.6M | $1.7M | 5 | 100 |
| Feb 2016 | $135.9M | $134.4M | $1.5M | 5 | 100 |
| Mar 2015 | $123.3M | $121.7M | $1.6M | 5 | 26 |
| Mar 2014 | $115.1M | $112.2M | $2.8M | 3 | 26 |
| Feb 2013 | $103.1M | $103.1M | $0 | 3 | 26 |
| Mar 2012 | $94.9M | $94.9M | $0 | 1 | 26 |
| Mar 2011 | $89.2M | $89.2M | $0 | 5 | -- |
| Feb 2008 | $77.1M | $77.1M | $0 | 5 | -- |
| May 2007 | $61M | $61M | $0 | 5 | -- |
| Jan 2007 | $60.1M | $60.1M | $0 | 5 | -- |
| Mar 2006 | $53.2M | $52.1M | $1.1M | 5 | -- |
| Feb 2006 | $53.2M | $52.1M | $1.1M | 5 | -- |
| Nov 2005 | $49M | $48M | $1M | 5 | -- |
| Mar 2002 | $32.5M | $0 | $32.5M | 5 | -- |
DateSep 2025
Total AUM$559.4M
Discretionary$554.5M
Non-Disc.$4.9M
Employees12
Clients0
DateMar 2025
Total AUM$547.8M
Discretionary$540M
Non-Disc.$7.8M
Employees12
Clients0
DateMar 2024
Total AUM$507.1M
Discretionary$503.9M
Non-Disc.$3.2M
Employees12
Clients0
DateAug 2023
Total AUM$459M
Discretionary$455.5M
Non-Disc.$3.5M
Employees12
Clients0
DateMar 2023
Total AUM$459M
Discretionary$455.5M
Non-Disc.$3.5M
Employees13
Clients0
DateMar 2022
Total AUM$458.5M
Discretionary$436.9M
Non-Disc.$21.7M
Employees14
Clients0
DateAug 2021
Total AUM$274.5M
Discretionary$269.9M
Non-Disc.$4.7M
Employees11
Clients0
DateMar 2021
Total AUM$245.2M
Discretionary$241.3M
Non-Disc.$3.9M
Employees7
Clients0
DateJun 2020
Total AUM$230.7M
Discretionary$229.7M
Non-Disc.$977.1K
Employees6
Clients1
DateApr 2020
Total AUM$230.7M
Discretionary$229.7M
Non-Disc.$977.1K
Employees6
Clients1
DateMar 2019
Total AUM$204.8M
Discretionary$204.3M
Non-Disc.$482.6K
Employees6
Clients1
DateMar 2018
Total AUM$200.3M
Discretionary$200M
Non-Disc.$331.4K
Employees6
Clients1
DateMar 2017
Total AUM$163.3M
Discretionary$161.6M
Non-Disc.$1.7M
Employees5
Clients100
DateFeb 2016
Total AUM$135.9M
Discretionary$134.4M
Non-Disc.$1.5M
Employees5
Clients100
DateMar 2015
Total AUM$123.3M
Discretionary$121.7M
Non-Disc.$1.6M
Employees5
Clients26
DateMar 2014
Total AUM$115.1M
Discretionary$112.2M
Non-Disc.$2.8M
Employees3
Clients26
DateFeb 2013
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2012
Total AUM$94.9M
Discretionary$94.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$89.2M
Discretionary$89.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2008
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$61M
Discretionary$61M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$53.2M
Discretionary$52.1M
Non-Disc.$1.1M
Employees5
Clients--
DateFeb 2006
Total AUM$53.2M
Discretionary$52.1M
Non-Disc.$1.1M
Employees5
Clients--
DateNov 2005
Total AUM$49M
Discretionary$48M
Non-Disc.$1M
Employees5
Clients--
DateMar 2002
Total AUM$32.5M
Discretionary$0
Non-Disc.$32.5M
Employees5
Clients--