Sign in Sign up for free

Vari Investor Services Inc (La Jolla)


Vari Investor Services Inc is an adviser based in La Jolla. It manages $62.15 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2001.




Vari Investor Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Vari Investor Services: assets under management

The assets under management (AUM) of Vari Investor Services Inc is $62.15 million. The firm's AUM has grown by 87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.75 million in discretionary accounts and $400.7 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $255.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400.7 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vari Investor Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Vari Investor Services Inc performs its advisory services is located at 7777 Fay Ave Ste 230, La Jolla, CA 92037 4325, 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 858-454-3557 or by fax 858-454-3559. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


Registered investment advisers similar to Vari Investor Services Inc