RIA Intelligence

LA JOLLA ASSET MANAGEMENT, INC.

CRD #112327 SEC #801-57829 SAN DIEGO, CA (858)453-9915
SEC Registered
Total AUM
$35.2M
Discretionary
$35.2M
Employees
1
Clients
--
Accounts
48

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 15, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
HOUSE, HUGHIVICE PRESIDENT & CFONA Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
WALTZ, ROBERTIPRESIDENT, CEO & SECRETARYD Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTORB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTORB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
HENSEL, WILLIAM, SCOTTIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERB Control
THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, NELL AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, NELL AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, NELL AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEINDIRECT OWNERB
WALTZ, NELL AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, THOMAS ALLEN AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, THOMAS ALLEN AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, THOMAS ALLEN AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
WALTZ, THOMAS ALLEN AS GENERAL PARTNER OF THE THOMAS & NELL WALTZ FAMILY LPDEDIRECT OWNERB
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA
TRAYLOR, ROBERT, CIDIRECT OWNERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
WALTZ, NELL, FOSTERITHOMAS & NELL WALTZ FAMILY LPF
WALTZ, NELL, FOSTERITHOMAS & NELL WALTZ FAMILY LPF

Registrations

Federal

IA
May 15, 2012 REGISTERED

Notice Filings (1)

CA

Address

4350 EXECUTIVE DRIVE, STE. 115
SAN DIEGO, CA 92121
United States
Phone: (858)453-9915