La Jolla Institute For Wealth Management
Investment Management • 
San Diego, California, United States • 1-10 Employees
Company overview
| Headquarters | 7946 Ivanhoe Avenue, La Jolla, CA 92037, US |
| Phone number | +18584598818 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 1992 |
| Employees | 1-10 |
| Socials |
Key Contact at La Jolla Institute For Wealth Management
Duke Johnson
Founder, Chairman, & CEO
La Jolla Institute For Wealth Management Email Formats
La Jolla Institute For Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@lajollawealth.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lajollawealth.com | 100% |
About La Jolla Institute For Wealth Management
The La Jolla Institute for Wealth Management is an independent 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.
La Jolla Institute For Wealth Management revenue & valuation
| Annual revenue | $20,000,000 |
| Revenue per employee | $6,655,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $63,900,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
La Jolla Institute For Wealth Management has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
La Jolla Institute For Wealth Management has never raised funding before.
La Jolla Institute For Wealth Management Tech Stack
Discover the technologies and tools that power La Jolla Institute For Wealth Management's digital infrastructure, from frameworks to analytics platforms.
Web servers
Japan
Netherlands
Estonia
IsraelFrequently asked questions
4.8
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