Assets Under Management
$828.2M
Number of Clients
881
Number of Advisors
15
Average Client AUM
$940K
AUM per Advisor
$55.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
IDA offers discretionary investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. They advise on mutual funds, ETFs, equities, bonds, and private funds. Financial planning covers goal clarification, financial assessment, and investment plan development.
2792 Gateway Road, Carlsbad, CA, 92009