Decision Investments, Inc. is a related adviser based in San Diego. It manages $17.09 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2007.
Decision Investments provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Decision Investments, Inc. is $17.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Decision Investments, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Decision Investments, Inc. performs its advisory services is located at 4445 Eastgate Mall, San Diego, CA 92121, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-812-3026 or by fax 858-812-3319. The normal business hours are 8am to 5pm on Monday - Friday. You can find more information about the New York firm at www.decisioninvestments.com.