Alethea Capital Management, Llc
San Diego, California
Alethea Capital Management, LLC, based out of San Diego, CA, is a premier investment advisory firm that specializes in managing the financial assets of its diverse clientele. With over 10 individual clients, they currently oversee an impressive $202,453,000 in assets under management. As a small yet highly reputable firm, Alethea Capital Management, LLC prides itself on providing personalized and comprehensive financial solutions.
With two offices strategically located in San Diego, Alethea Capital Management, LLC caters to a wide range of investors seeking expert guidance and superior wealth management services. The firm's dedic...
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Assets Under Mgmt
$202.45M
Investment Professionals
1
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Articles
Articles
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